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Compare Croesus Advisor vs Personal Capital

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Overview

Description

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a ... Read More

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & ... Read More

Free Trial Availability
  • No free trial
  • No free trial
User Ratings

3.3

(3)
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Software Demo

Demo

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Other Details

Organization Types supported
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
Platforms Supported
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
Modes of support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Not Available
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User Reviews

User Ratings

No reviews available for the product

Rating Distribution

Excellent

0

Very Good

2

Good

0

Poor

1

Terible

0

No reviews available for the product

Positive Reviews

No reviews available for the product

No reviews available for the product

Negative Reviews

No reviews available for the product

No reviews available for the product

Media and Screenshots

Videos
video-0

2 Videos

video-0

2 Videos

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Frequently Asked Questions (FAQs)

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Neither Croesus Advisor nor Personal Capital offers a free trial.

Croesus Advisor is designed for Large Enterprises, Medium Business and Small Business.

Personal Capital is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Croesus Advisor and Personal Capital are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Croesus Advisor includes Morningstar Office, MProfit, Personal Capital, Shootih, i-lign, BigAgile, Portfoliopilot, Assetmax and JCurve.

Some top alternatives to Personal Capital includes kopilot, MProfit, PMplus, Shootih, monse, Portfoliopilot, TOGGLE Copilot and Kubera.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].