Croesus Advisor

By Croesus Advisor

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Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.

Pricing of Croesus Advisor

Croesus Advisor

USD 0.00

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Managing client accounts
Creating
executing
and assigning orders
Compliance verification
Calculating performance
Identifying business opportunities
Projecting revenue and yield
Managing client accounts
Creating
executing
and assigning orders
Compliance verification
Calculating performance
Identifying business opportunities
Projecting revenue and yield

Key Specification

Other Categories:	Investment Portfolio Management Software
Deployment:	Cloud Hosted
Customer Support:	Business Hours,Online (Ticket)
Customization:	No
Languages Support:	English