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.

Data analytics

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



Croesus Data Analytics



Explore our other sophisticated tools and solutions.

Portfolio management

Portfolio Management

Croesus iBalance

Models and rebalancing

Professional services

Professional Services

Experience it yourself, see the difference