Introducing G2.ai, the future of software buying.Try now
Product Avatar Image

Croesus

Show rating breakdown
3 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.3
Serving customers since
1987
Profile Filters

All Products & Services

Profile Name

Star Rating

0
2
0
1
0

Croesus Reviews

Review Filters
Profile Name
Star Rating
0
2
0
1
0
Verified User in Banking
AB
Verified User in Banking
10/29/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

I've been using Croesus software for the last 6 years and I love it

It's a great data base to create relationships, add notes and keep clients up to date.
Verified User in Financial Services
UF
Verified User in Financial Services
10/15/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Has its limitations

I like the backdate feature the best. You can select any date in the portfolio module and instantly see what the account looked like without having to generate a pdf report
Verified User in Higher Education
UH
Verified User in Higher Education
09/06/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Good experience

I like the visual appearance, it is very user-friendly.

About

Contact

HQ Location:
Laval, Quebec, Canada

Social

@CroesusFin

What is Croesus?

Croesus is a service provider of wealth management solutions, specializing in software development tailored to the needs of financial professionals and institutions. With a strong emphasis on innovation and user experience, Croesus offers a comprehensive suite of tools designed to streamline portfolio management, enhance financial analysis, and improve client engagement.Their offerings include advanced portfolio management systems, data analytics, performance reporting tools, and CRM integrations, all aimed at facilitating informed decision-making and personalized financial advice. Known for its reliability and rigorous attention to data security, Croesus supports financial advisors in delivering high-quality, customized services to their clients.

Details

Year Founded
1987