Croesus finansoft

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User-friendly, high performance, and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency. Croesus has been a standout provider in the wealth management industry since Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. A portfolio.

Croesus finansoft

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Discover our solutions Request a free demo.

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Founded in , Croesus is a WealthTech offering cutting-edge, easy to use wealth management solutions. In , Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering. To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions. The Croesus logo represents the crown of Croesus, the last king of Lydia — BCE , who is credited with issuing the first true gold coins. About us Pioneers in a world of innovation. Our story starts here. The story behind the logo The Croesus logo represents the crown of Croesus, the last king of Lydia — BCE , who is credited with issuing the first true gold coins.

Croesus finansoft

User-friendly, high performance, and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency. Croesus has been a standout provider in the wealth management industry since Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. A portfolio.

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Skilled advisors are committed to providing their clients with the very best. 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. A portfolio. Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions. Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. News See latest news. Model portfolios to optimize performance based on reliable and pertinent data. When it comes time to make critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed. Careers View open positions. Croesus Finansoft See all affiliates. Ensure compliance Croesus helps advisors follow and adapt to different regulatory changes. Portfolio management.

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

A portfolio. Request a demo. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency. Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. Ensure compliance Croesus helps advisors follow and adapt to different regulatory changes. User-friendly, high performance, and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. 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. Unequivocal expertise Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. Careers View open positions. Discover our solutions Request a free demo. It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints. User-friendly products Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency. Experience it yourself, see the difference.