User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing.
It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints.Send financial data easily and securely using Croesus's application programming interfaces (APIs). Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.
It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints.Send financial data easily and securely using Croesus's application programming interfaces (APIs). Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.
Services
For over 30 years, Croesus has relied on its employees and provided them with the very best work environment. Respect, integrity, collaboration, and ethics are at the heart of our daily activities. At Croesus, we're looking to match the best people with the right jobs. We are proud to provide a diverse and inclusive workplace where all talent is welcomed and supported.
Reviews
Be the first to review Croesus.
Write a Review
