Access Advanced Modeling
The efficiency created by the Modeling module is undeniable. Croesus has made this new version even more powerful, by enhancing sleeve management with the implementation of advanced modeling features and by identifying and displaying accounts with models.
Gain More Transparency
One of the most critical modules used by advisors on a regular basis, the Portfolio module, continues to evolve. Advisors have the ability to add detailed notes on positions allowing firms to be even more compliant. Performance on positions and by specific groupings such as asset class, maturity, or region, provides advisors and their clients with deeper data insights.
Large cash flow changes in a portfolio can sometimes negatively impact billing. With V9 Neo, advisors can identify withdrawals or deposits that exceed a certain threshold giving them more flexibility in the billing process as well as the option of mid-cycle billing.
Deliver Enhanced Reporting
In addition to the revamped look and feel of the reports generated by Croesus Advisor, the foreign property report has been improved to provide clients with a more comprehensive view of their holdings. The report now displays summaries as well as all the positions held and sold during the month.
Comply to Regulatory Changes
The latest regulatory updates have been added to this latest version of Croesus Advisor to ensure your organization is always responsive to industry regulations. The shorter T+2 settlement cycle as well as CRM2 compliant performance.
Ensure Ease of Use
System administrators can take advantage of a revamped configurator that is fully web-based and that provides enhanced ease of use as well as flexibility.
Partner With an Industry Leader
By partnering with industry-leading vendors such as Morningstar, Croesus allows organizations to seamlessly provide advanced features such as Portfolio Snapshot and X-Ray as well as access to held-away accounts through ByAllAccounts.
With the release of V9 Neo, organizations can now access Croesus Mobile Advisor and Croesus Data Analytics.
- Built for investment professionals who require portfolio management capabilities on the go, Croesus Mobile Advisor gives access to critical client information with total security.
- The dynamic visual interface of Croesus Data Analytics offers advisors, branch managers, and executives key business and performance metrics and insights.