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.