![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education")
UH

Verified User in Higher Education

Enterprise (\> 1000 emp.)

9/6/2019

"Good experience"

4/5

What do you like best about Croesus Advisor?

I like the visual appearance, it is very user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Croesus Advisor?

Sometimes it shows data from previous day when it's early in the morning, which makes me wait until later in the day to do what I normally do early. Review collected by and hosted on G2.com.

What problems is Croesus Advisor solving and how is that benefiting you?

I see clients' accounts, portfolios, generate reports, balance. It helps us see the big picture. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

See what 3 reviewers think of Croesus Advisor

3.3 out of 5 · Verified reviews from real users

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