Croesus Solutions

Maximize your wealth management performance

From advanced portfolio management to AI-driven client engagement, our suite of solutions empowers high-performance financial institutions to enhance efficiency, drive growth, and deliver an exceptional investor experience.

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Grow your entire business

Our suite of solutions helps your firm grow revenue, optimize operations, and create personalized client experience.

Drive growth

Empower advisors to deliver high-touch client service at scale, giving them more time to focus on growing their book of business.

Optimize operations

Automate complex workflows across the relationship lifecycle, from onboarding to reporting.

Empower teams

Equip every team member with powerful tools and reliable data to work efficiently and deliver a superior client experience.

Boost profitability

Increase margins by reducing operational and transaction costs, while streamlining integration to create a unified modern ecosystem.

20k

Wealth management professionals use Croesus solutions.

A comprehensive suite of WealthTech solutions

Croesus Advisor

Portfolio management system

Simplify complexity. Amplify your value.

Centralize data
Integrated client relationship management (CRM), position tracking, and performance calculations.
Integrate your activities
Integrated modeling, rebalancing, and order management.
Strengthen compliance
Built-in controls and automated alerts.
Enhance your services
Professional, tailored, and compliant reports.

Designed for advisors, portfolio managers, and financial planners.

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Croesus Central

Portfolio rebalancing and personalization at scale

Automate hyper-personalization.

Centralize
Automated workflows to manage drift and execute your strategies across all portfolios.
Model
Create complex scenarios that account for each client’s unique situation, including tax suitability.
Ensure compliance
Integrates compliance rules directly into the rebalancing process.
Integrate your systems
Easy and seamless connection with your existing infrastructure.

Designed for portfolio managers working for financial institutions or investment firms.

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Croesus Vidia

AI-powered video financial reports

Redefine your client engagement.

Boost engagement
Modern, measurable, and engaging digital communication that clients actually view.
Save time
Accurate and compliant automated portfolio reviews.
Strengthen satisfaction
Over 100 clear, visual, and easy-to-understand reports that highlight your value.

Designed to facilitate communication between financial advisors, financial planners, and investors.

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Croesus APIs

Connectivity and integration

Efficiency and continuity.

Ensure data reliability
Guaranteed data continuity, integrity, accuracy, and confidentiality.
Automate your processes
Eliminates manual data entry and tedious tasks for improved productivity.
Simplify integration
Everything you need for seamless and cost-effective system integration.

Designed for firms who want to integrate Croesus with their existing systems.

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Experience the difference

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