ATWeb vs Croesus

Best For

Who Uses This Software?

Not provided by vendor

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

Target Customer Size (Users)

Not provided by vendor

1 - 1000+

Pricing

Starting Price

Not provided by vendor

$377.00/month/user

Free Trial

No Yes

Free Version

Not provided by vendor No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Ratings

Overall

(0)
5 / 5
(1)

Ease of Use


5 / 5

Customer Service


3 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

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

Training

Not provided by vendor Not provided by vendor

share Share Your Comparison of Croesus vs ATWeb


ATWeb vs Croesus

ATWeb

by Archway

Best For

Who Uses This Software?

Not provided by vendor

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

Target Customer Size (Users)

Not provided by vendor

1 - 1000+

Pricing

Starting Price

Not provided by vendor

$377.00/month/user

Free Trial

No Yes

Free Version

Not provided by vendor No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall

(0)
5 / 5
(1)

Ease of Use


5 / 5

Customer Service


3 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

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

Training

Not provided by vendor Not provided by vendor

Share Your Comparison of Croesus vs ATWeb