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Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Manage and prioritise clients’ portfolios just the way you like

(3 ratings)

Croesus Advisor offers custom pricing plan

Overview of Croesus Advisor

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 ... Read More

API available

Croesus Advisor Platforms

  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS

Croesus Advisor Customer Type

  • Large Enterprises
  • Medium Business
  • Small Business

Pricing of Croesus Advisor

  • Quotation Based

Croesus Advisor Alternatives

Croesus Advisor FAQs

Here's a list of the best alternatives for Croesus Advisor
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.

Croesus Advisor Support

Contact

1-855-858-9701

Customer Service

Business Hours

Online

Location

Quebec, Canada

Read More about 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.

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

Researched by Rajat Gupta