Croesus vs TradeLog

Starting Price

$377.00/month/user

$89.00/year

Best For

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

Not provided by vendor

Rating


5 / 5
(1)


5 / 5
(1)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


5 / 5

5 / 5

Customer Support


3 / 5

Features & Functionality


5 / 5

5 / 5

Value for Money


5 / 5

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

Screenshots

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Capterra screenshot placeholder

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 Not provided by vendor

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Croesus vs TradeLog

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