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RIA - Diagram

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Croesus All-in-One Software for RIAs

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Portfolio Management

Portfolio
Management
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Performance Calculations

Performance
Calculations
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Client Reporting

Client
Reporting
$
0
Billion
Client Assets
0
Users

All-In-One

Portfolio management

Performance calculations

Client reporting

Portfolio modeling and rebalancing

Client fee billing

CRM

Unlimited document storage

Customizable dashboard

Multi-level access

Morningstar U.S. ETF & fund allocation

Benchmark data

Client portal

Daily data reconciliation

Back-office

Multiple custodial feeds

Technical support

10-hour training

Options

Historical portfolio data conversion and reconciliation

CRM data conversion

Held-away account aggregation

Morningstar® Portfolio SnapshotTM
and X-RayTM reports*

Croesus Mobile Advisor

Competitive Pricing

Per user pricing

No additional fees on AUM

TD Ameritrade Institutional Affinity Program Discount

Integrations

Croesus is integrated with leading financial data and technology providers.

Learn more

*The Morningstar name is a registered mark of Morningstar, Inc.

Croesus - VEO integrated