Croesus Advisor

Spec sheet

Product

Croesus Advisor is a customizable portfolio management system for wealth management firms.Read 11 Oct 2026 · croesus.com

Audience

Croesus says the solution is tailored to advisors, portfolio managers, financial planners, and investors.Read 11 Oct 2026 · croesus.com

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.Read 11 Oct 2026 · croesus.com

Security

Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role.Read 11 Oct 2026 · croesus.com

Compliance

It provides investment compliance breach alerts and compliance verification before and after transactions.Read 11 Oct 2026 · croesus.com

Founded

1987Read 28 Sep 2026 · croesus.com

Allocation analysis

YesRead 20 Sep 2026 · croesus.com

Asset class coverage

multi_assetRead 20 Sep 2026 · croesus.com

Hosting

The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices.Read 11 Oct 2026 · croesus.com

Notable limits

Croesus does not publish a public price on the product page and directs visitors to request a demo.Read 11 Oct 2026 · croesus.com

Performance calculations

It calculates time-weighted and currency-weighted returns and provides performance and risk indicators.Read 11 Oct 2026 · croesus.com

Performance reporting

YesRead 20 Sep 2026 · croesus.com

Portfolio tools

The product combines portfolio modeling, CRM, risk management, rebalancing, and order management.Read 11 Oct 2026 · croesus.com

Reports

Croesus Advisor includes 100 customizable reports, with layouts tailored for investors.Read 11 Oct 2026 · croesus.com

Risk analysis

YesRead 20 Sep 2026 · croesus.com

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.Read 11 Oct 2026 · croesus.com

Support and training

New clients receive support from Croesus training experts, with online help, training videos, and online or in-person training available.Read 11 Oct 2026 · croesus.com

Tax-lot tracking

YesRead 20 Sep 2026 · croesus.com

Plans and prices

Every Croesus Advisor plan and price →

Where Specifiction places it

• Wealth Management#8 of 167.5
• Portfolio Management Software#70 of 817.2