Croesus

Croesus Wealth Management Solutions is a portfolio management and rebalancing solution designed to meet the needs of wealth management advisors. According to the vendor, this product is targeted at small to large financial services firms and caters to a wide range of professionals in the wealth management industry, including wealth management advisors, portfolio managers, financial advisors, full-service brokerages, and discount brokerages.

Key Features

User-friendly Portfolio Management: According to the vendor, the product provides a variety of performance tools and functions to boost productivity, simplifies daily tasks for advisors with easy access to client positions and history, optimizes portfolios with a dynamic interface to view holdings, risk allocation, and assets, and ensures compliance with investment policies through automated risk rating processes.

Automated Rebalancing: The vendor states that the product offers a customizable and flexible solution for automating rebalancing, ensuring compliance with multi-level constraints and automated breach resolution, supporting modeling at different levels, and segregating externally managed accounts. It also includes a library of predefined rules and integrated order management systems to improve productivity.

Seamless Data Integration: According to the vendor, the product offers a comprehensive library of easy-to-use APIs to speed up development and integration time. It allows users to fetch data directly from Croesus solutions and seamlessly integrate it into client or advisor applications.

CRM Integration: The vendor claims that the product integrates Croesus Advisor data within Salesforce, providing productivity gains and synchronized data. It is designed to ensure data integrity, enhance business development, and offer seamless access to Croesus Advisor data within the Salesforce user interface.

Integration with Industry-Leading Providers: According to the vendor, Croesus is integrated with back-offices, correspondent networks, custodians, and order management systems. This allows for seamless integration with market data, financial data, and financial planning tools. Additionally, it offers account aggregation, client portal, and reports integration for comprehensive wealth management solutions.

Security and Reliability: The vendor states that Croesus offers ultra-secure cloud-based solutions located in ultra-secure data centers with disaster recovery sites. It features a 3-tier secure architecture with TLS encrypted communications and is SOC 2 compliant for security, availability, and confidentiality of data. The vendor also emphasizes its scalable and adaptable solutions with continuous data backups and software upgrades.

Portfolio Management: According to the vendor, Croesus provides innovative wealth management solutions for portfolio management firms. It offers high-performance portfolio management platforms, streamlined data integration and automation of processes, and advanced portfolio analytics and reporting capabilities.

Portfolio Rebalancing: The vendor claims that Croesus offers portfolio rebalancing tools for investment advisors. It enables efficient and accurate rebalancing of client portfolios, provides customizable rebalancing strategies and rules, and offers real-time monitoring and alerts for portfolio drift.

Croesus APIs: According to the vendor, Croesus APIs provide an API platform for seamless data integration from the Croesus portfolio management system. It simplifies integration with FinTech systems and applications, ensures secure and reliable data transfer through APIs, and enhances functionality and flexibility for wealth management professionals.

CRM Connector: The vendor states that Croesus offers integration with CRM systems for improved client relationship management. It enables streamlined data synchronization between Croesus and CRM platforms, enhances client data visibility and accessibility for advisors, and improves efficiency and productivity in managing client relationships.