Croesus

Portfolio management software adapted to your reality

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Category
  • Investment Management Software
  • Stock Portfolio Management Software
Features
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
  • Booking Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Watchlists
Platforms
  • Cloud Hosted
  • Web-based

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