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