Who Uses This Software?

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


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $377.00/month/user
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Croesus
  • www.croesus.com/
  • Founded 1987
  • Canada

About Croesus

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over 1 trillion dollars in client assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making.


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Croesus Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Croesus Reviews Recently Reviewed!


Very easy to use and set up!

Jun 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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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.