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Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

3.3

(3)
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Croesus Advisor offers custom pricing plan

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What is Croesus Advisor?

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 wealth of features to assist users in managing their personal or company's portfolio, such as: real-time portfolio information and trading capabilities; advisory services such as asset allocation and performance monitoring; and access to other valuable resources such as educational content and other tools. Croesus Advisor helps investors achieve risk-adjusted returns while investing in any market environment while providing them with one platform where they can execute orders, analyze data and create portfolios.

Pricing

  • Croesus Advisor offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

Croesus Advisor software demo

View demo

Croesus Advisor Pricing

Visit website

Free Trial

  • Not available

Croesus Advisor Pricing

  • Croesus Advisor offers custom pricing plan

Pricing Model

  • Paid Plans (Quotation Based )

Visit website

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Croesus Advisor Reviews & Ratings

3.3

Good

Based on 3 ratings & 3 reviews

Rating Distribution

Excellent

(0)

Very Good

(2)

Good

(0)

Poor

(1)

Terible

(0)

User Review

AU

Anonymous User

10/29/19

4 out of 5

"I've been using Croesus software for the last 6 years and I love it"

What do you like best about Croesus Advisor? It's a great data base to create relationships, add notes and keep clients up to date. What do you ...

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AU

Anonymous User

10/15/19

2 out of 5

"Has its limitations"

What do you like best about Croesus Advisor? I like the backdate feature the best. You can select any date in the portfolio module and instantly see ...

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AU

Anonymous User

09/06/19

4 out of 5

"Good experience"

What do you like best about Croesus Advisor? I like the visual appearance, it is very user-friendly. What do you dislike about Croesus Advisor?

Croesus Advisor Support

Contact

1-855-858-9701

Customer Service

Business Hours

Online

Location

Quebec, Canada

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Some top alternatives to Croesus Advisor includes Morningstar Office, MProfit, Personal Capital, Shootih and JCurve.

Yes, Croesus Advisor provides API.

Yes, Croesus Advisor provides mobile app.

Croesus Advisor is located in Quebec, Canada

Croesus Advisor offers Quotation Based pricing model

We don't have information regarding integrations of the Croesus Advisor as of now.

The starting price is not disclosed by Croesus Advisor. You can visit Croesus Advisor pricing page to get the latest pricing.

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Researched by Rajat Gupta