# Croesus Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Croesus Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/129800/Croesus --- # Croesus Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Croesus ## What is Croesus? Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions in North America. Today, more than 15,000 investment professionals use Croesus solutions to manage over $1.7 trillion in financial assets. With 200 employees, Croesus is renowned for the robustness, innovation, reliability and security of its solutions. It is for these reasons that several chartered banks and major wealth management firms have been using Croesus for many years. ## What is Croesus used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $100000 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Croesus?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.croesus.com/&name=Croesus) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Croesus 5.0 (2) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $100000 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.6 (251) Value For Money 5.0 (2) Value For Money 3.8 (241) Customer Service 4.0 (2) Customer Service 4.2 (247) ## Croesus alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) Highest Rated [DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205089/DealCheck/) ## FAQs about Croesus Overview ### What company size and specific industries is Croesus built for? Croesus is designed for financial services organizations, including chartered banks, commercial banks, private banks, investment banks, wealth management firms, and RIAs. It is built for companies in banking and wealth management rather than general business use, making it most relevant to firms serving investment and advisory clients. Features and Usability ### What are the key features of Croesus? Croesus offers portfolio management, portfolio rebalancing, investments tracking, and order management for investment workflows. It also includes client management, client portal, compliance tracking, customizable reports, financial analysis, risk assessment, performance metrics, and third-party integrations, plus API access and mobile access for advisors, investors, and traders. Getting Started and Support ### What training and onboarding options does Croesus offer? Croesus provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced visual guidance. Getting Started and Support ### What customer support options does Croesus offer? Croesus provides email/help desk, FAQ/forum, knowledge base, and phone support. Support coverage is defined by these channels, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. API Application programming interface that allows for integration with other systems/databases Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Customizable Reports Alter the layout and content of reports Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Croesus 19 features Application programming interface that allows for integration with other systems/databases Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and report regulatory data to either internal management or external stakeholders Alter the layout and content of reports Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set up connections to third-party platforms to improve business processes Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Basic $100,000 Other,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 4.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BR Brian R. President Financial Services ### "Great for Wealth Management CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 15, 2021 Excellent product at reasonable price, great for PM CRM Pros Ability to generate essential reports: transactions, performance, capital gains and losses etc. Also, allows for solid note taking Cons Ability to customize features such as: performance benchmarks, asset allocation parameters and industry deignations Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Mark C. CCO ### "Very easy to use and set up!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 June 12, 2018 Pros I love this program because it helps me in my day to day portfolio performance review. Very nice features especially when re balancing portfolios. Saves me big amount. Cons Sometimes the customer support can be not so great and takes a while to get back to you. They should be able to answer questions on the spot. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.