Croesus Advisor Pricing, Reviews and Features (February 2024)

About Croesus Advisor

Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.

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Pricing

Free Trial Not Available
Croesus Advisor Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

Croesus Advisor Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Croesus Advisor Custom

Features

Managing client accounts
Creating, executing, and assigning orders
Compliance verification
Calculating performance
Identifying business opportunities
Projecting revenue and yield

Disclaimer: The pricing details were last updated on 04/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Croesus Advisor Pricing.