Croesus Advisor
The facts below are what the maker publishes about Croesus Advisor, checked and dated. Our editors have not written about it yet.
Plans and prices
From Croesus Advisor's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Croesus Advisor | Priced on request | Pricing available by contacting Croesus for a demo |
The facts
Each one read from Croesus Advisor's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_assetchecked 20 Sep 2026
- Audience
- Croesus says the solution is tailored to advisors, portfolio managers, financial planners, and investors.checked 11 Oct 2026
- Compliance
- It provides investment compliance breach alerts and compliance verification before and after transactions.checked 11 Oct 2026
- Hosting
- The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices.checked 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.checked 11 Oct 2026
- Notable limits
- Croesus does not publish a public price on the product page and directs visitors to request a demo.checked 11 Oct 2026
- Performance calculations
- It calculates time-weighted and currency-weighted returns and provides performance and risk indicators.checked 11 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio tools
- The product combines portfolio modeling, CRM, risk management, rebalancing, and order management.checked 11 Oct 2026
- Product
- Croesus Advisor is a customizable portfolio management system for wealth management firms.checked 11 Oct 2026
- Reports
- Croesus Advisor includes 100 customizable reports, with layouts tailored for investors.checked 11 Oct 2026
- Risk analysis
- Yeschecked 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.checked 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.checked 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.checked 11 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
The company
- Founded
- 1987checked 28 Sep 2026
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