Portfolio Management Software That Lets You Be More!

More Tools. More Reports. More Efficient.

Access Croesus Advisor, a leading portfolio management system developed to meet the challenges and exceed expectations of advisors, all while integrating the latest regulatory requirements. With an easy-to-use interface, financial advisors can:

  • Manage client portfolios and positions
  • Build custom, model portfolios
  • Trade an array of securities
  • Generate reports for accounts, individuals, or households
  • Analyze and track client investments with integrated CRM features

Sign-up for a demo and experience the difference.

Request a Demo

Please wait...