Croesus Advisor

Portfolio management solution

Access a variety of performance tools and functions to boost your productivity and provide unequaled service to your clients.

Portfolio management

Simplify your daily life


Our portfolio management solution is designed to make advisors’ lives easier.

  • Manage and prioritize client communication
  • Access client positions and history in just a few clicks
  • Base your decisions on reliable and relevant data

Optimize portfolios


Skilled advisors are committed to providing their clients with the very best. When it comes time to make critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed.

View your clients’ holdings, risk allocation, assets, and history with just a few clicks.

Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions.

Model portfolios to optimize performance based on reliable and pertinent data.

Ensure compliance


Croesus helps advisors follow and adapt to different regulatory changes.

  • Review compliance with an investment policy or an investment objective
  • Differentiate between time- and money-weighted return calculation methods
  • Automate the risk rating process
  • Process an external risk rating feed

Get the best out of Croesus Advisor


Browse our short videos for an overview of our sophisticated portfolio management solutions and learn tips and tricks to maximize your productivity.

Be more efficient

Be more efficient

Customize your reports

Customize your reports

Rebalance your portfolios

Rebalance your portfolios

Experience it yourself, see the difference

User-friendly and efficient, hands down


Manage portfolios

View client portfolios and positions held by date, position data, projected income, mutual fund and exchange-traded fund (ETF) breakdowns, deviation from target asset weights, and security metrics.

Build models

Get a leg up on the competition by designing custom portfolios for your clients and use a unified managed account (UMA) or separately managed account (SMA) strategy to build your models. You can also assign sleeves, accounts, clients, and relationships to your models as well as rebalance portfolios efficiently, and verify compliance before and after each operation with an integrated function.

Simplify order management

Buy, sell, or switch with block or individual trades. Trades can be sent directly to market or, as the case may be, to a trading desk for order management.

Calculate performance

Use money- or time-weighted return calculations, in compliance with GIPS® standards, to provide specific and consistent performance indicators. Risk indicators – like standard deviation, beta, and the Sharpe ratio – are available, as well as portfolio assessment metrics, like market yield, modified duration, and accrued income.

Customize reports

Generate individual reports or report groups for clients or relationships. Users can define start and end dates and set their display and calculation preferences. The look and feel of reports can be customized for your company.

Enhance client relationships

The integrated customer relationship management (CRM) functionality enables data, contact information, and key client preferences and know your client (KYC) data to be captured automatically or entered manually. Combine CRM and financial data, and take advantage of powerful data mining and information segmenting capabilities.

Create dashboards

Generate personalized boards, queries, and alerts to monitor key business metrics, opportunities, and risks related to your clients and households.

Facilitate billing

Manage billing and fees using customized pricing models. Pricing can be based on tiered or total assets, by category. Services can be billed over different time periods. Exclude unmanaged or unbillable securities and add special fees, as required.

Save documents

Securely and readily store and access your reports, client documents, spreadsheets, PDF files, emails, and notes.

Key features


Managing client accounts

Creating, executing, and assigning orders

Compliance verification

Calculating performance

Identifying business opportunities

Projecting revenue and yield
Experience it yourself, see the difference

More tools to securely access and share data


Croesus Investor

The ability to monitor investment growth is paramount for investors. This secure online solution provides easy and safe access to accounts and portfolios for investors.

View the factsheet



Croesus Advisor


Croesus Investor

CRM2 Communication

Performance Calculation Methods

CRM2 Communication

Flags in Reports


T+2 Settlement

Explore our other powerful tools and solutions

Croesus Central

Portfolio rebalancing


Croesus APIs

Professional services

Professional Services

Experience it yourself, see the difference