Manage and prioritise clients’ portfolios just the way you like
(3 ratings)
Croesus Advisor offers custom pricing plan
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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
Contact
1-855-858-9701
Customer Service
Business Hours
Online
Location
Quebec, Canada
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