Croesus Advisor
By Croesus Advisor
Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.
Pricing of Croesus Advisor
- Managing client accounts
- Creating
- executing
- and assigning orders
- Compliance verification
- Calculating performance
- Identifying business opportunities
- Projecting revenue and yield
- Managing client accounts
- Creating
- executing
- and assigning orders
- Compliance verification
- Calculating performance
- Identifying business opportunities
- Projecting revenue and yield
Awards & Badges Received
Get More Awards & Badges from Techimply
Key Features of Croesus Advisor
Key Features:
Key Specification
Other Categories: | Investment Portfolio Management Software |
---|---|
Deployment: | Cloud Hosted |
Customer Support: | Business Hours,Online (Ticket) |
Customization: | No |
Languages Support: | English |
Who uses Croesus Advisor
SMEs
Enterprises
Company Details
Company Name: | Croesus Advisor |
---|---|
Headquarter: | Quebec , Quebec Canada |
Website: | Visit Website |
Social Media: |
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User Reviews
Frequently Asked Questions (FAQs)
The user group of Croesus Advisor are as follows :
- Enterprises
- SMEs
- SMEs
Croesus Advisor has 1 plans,
- Croesus Advisor USD 0
The key featuers of Croesus Advisor are as follows :
Croesus Advisor pricing model : Onetime(Perpetual License)
Croesus Advisor is Online Software.
No
Croesus Advisor offers Business Hours,Online (Ticket) support.
Croesus Advisor provides Help Guides,Blogs,Video Guides for the software training.