Croesus vs Fortress

Rating


5 / 5
(1)

(0)

Starting Price

$377.00/month/user

Not provided by vendor

Best For

Our clients range from single RIAs, brokerage firm as well as many Canadian Banks

Wealth Managers, Independent Asset Managers, Funds, Private Banks and Trust Companies

Ideal number of Users

1 - 1000+

1 - 499

Ease of Use


5 / 5

Customer Support


3 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management
  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

Not provided by vendor
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Croesus vs Fortress

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