Croesus Data Analytics
Gain deeper insights for smarter decision-making
Manipulating data has never been simpler. Investment advisors, portfolio managers, branch managers, and executives can achieve an in-depth understanding of key business and portfolio metrics.
Analyze your book of business
Multiple analysis axis
Drill down into your book based on a multitude of variables including product mix, client and household demographics and key metric trends.
Practice optimization
In a single screen, access relevant indicators such as AUM, revenue, netflows and recurring revenue ratio to compare yourself to your peers.
Leading segments
Instantly identify the top performing segments based on revenue or AUM with an easy-to-use, visual analytics tool.
Manage diversification risk
Elaborate risk mitigation strategies to determine which clients are in high-risk products and whether you are achieving revenue diversification.
Identify opportunities
Zero-in on opportunities on a real-time basis to be more competitive.
- Use client metrics such as demographics and segmentation, to develop a tailored sales approach
- View, filter, sort, and compare large volumes of financial and non-financial data
- Centralize all the firm’s critical information, including historical data to make sense of big data
Built for wealth management
Access actionable business intelligence for different levels of the organization using an intuitive and dynamic interface.
Key features
Wide variety of preconfigured metrics
Extended filtering options
Customizable features to business needs
Intuitive visualizations
Multiple views adapted to the type of user
Centralize critical firm data
Resources
Factsheet
Croesus Data Analytics
Interested?
Explore our other sophisticated tools and solutions.
Portfolio Management
Professional Services
Experience it yourself, see the difference