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On the recordRead 11 Oct 202618 facts
Croesus Advisor
Croesus Advisor · Laval, Québec, Canada · founded 1987
Plans and prices
Croesus Advisor
Priced on request
Pricing available by contacting Croesus for a demo
Read 11 Oct 2026 · croesus.com
On the record
- Allocation analysis
- Yescroesus.com · read 20 Sep 2026
- Asset class coverage
- multi_assetcroesus.com · read 20 Sep 2026
- Audience
- Croesus says the solution is tailored to advisors, portfolio managers, financial planners, and investors.croesus.com · read 11 Oct 2026
- Compliance
- It provides investment compliance breach alerts and compliance verification before and after transactions.croesus.com · read 11 Oct 2026
- Hosting
- The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices.croesus.com · read 11 Oct 2026
- Integrations
- Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation.croesus.com · read 11 Oct 2026
- Notable limits
- Croesus does not publish a public price on the product page and directs visitors to request a demo.croesus.com · read 11 Oct 2026
- Performance calculations
- It calculates time-weighted and currency-weighted returns and provides performance and risk indicators.croesus.com · read 11 Oct 2026
- Performance reporting
- Yescroesus.com · read 20 Sep 2026
- Portfolio tools
- The product combines portfolio modeling, CRM, risk management, rebalancing, and order management.croesus.com · read 11 Oct 2026
- Product
- Croesus Advisor is a customizable portfolio management system for wealth management firms.croesus.com · read 11 Oct 2026
- Reports
- Croesus Advisor includes 100 customizable reports, with layouts tailored for investors.croesus.com · read 11 Oct 2026
- Risk analysis
- Yescroesus.com · read 20 Sep 2026
- Security
- Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role.croesus.com · read 11 Oct 2026
- Security controls
- Croesus lists SOC 1 Type 2 and SOC 2 Type 2 assurance, encrypted data in transit and at rest, and 24/7 service monitoring.croesus.com · read 11 Oct 2026
- Support and training
- New clients receive support from Croesus training experts, with online help, training videos, and online or in-person training available.croesus.com · read 11 Oct 2026
- Tax-lot tracking
- Yescroesus.com · read 20 Sep 2026
