Efficiently manage portfolios, achieve risk-adjusted returns.
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Croesus Advisor offers custom pricing plan
Overview
Pricing
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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 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.
Croesus Advisor offers custom pricing plan
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Software demo
View demo
Free Trial
Not available
Croesus Advisor Pricing
Croesus Advisor offers custom pricing plan
Pricing Model
Paid Plans (Quotation Based )
User Review
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AU
Anonymous User
10/29/19
"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
"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
"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?
Contact
1-855-858-9701
Customer Service
Business Hours
Online
Location
Quebec, Canada
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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
