Croesus Advisor
Croesus Advisor : Reviews, Pricing, Features & Alternatives
Croesus Advisor is a Finance Software. Review Croesus Advisor : Overview & Pricing
Croesus Advisor Overview : Features, Pricing, Reviews & Alternatives
Croesus Advisor is a Finance Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Croesus Advisor is listed as a Finance Software and Finance & Accounting Software for companies and is used for Investment Portfolio Management …
Croesus Advisor prices are available on demand .
Portfolio management solution for portfolio managers, financial advisors and wealth management professionals.
Manage and prioritize client portfolios the way you want
What is Croesus Advisor ?
Croesus Advisor is a trusted portfolio management software that helps companies deliver exceptional services to their clients while increasing productivity levels. Portfolio management software proves to be very useful for prioritizing communication with clients, accessing client-specific positions and history with just a few clicks, as well as deciding on business-relevant data in real time. Companies can even rely on it to optimize their portfolios. The software helps them access holdings, assets, risk allocation and client history in no time. In addition, Croesus Advisor even helps companies track and adapt to incremental regulatory changes, where they can split time and money, process the (external) risk rating flow, and perform compliance reviews of an investment objective or policy. as necessary.
Croesus Advisor Review : Pros & Cons
Pros & Cons
When it comes to finding the right Finance tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Croesus Advisor, and as you may have guessed from the title, this review will tell you more about Croesus Advisor’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Croesus Advisor Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Croesus Advisor Cons
– Con : Custom integrations can come at a price.
Croesus Advisor Features
Here is the list of the main features of this computer software :
– Creating, executing, and assigning orders
– Compliance verification
– Calculating performance
– Identifying business opportunities
– Projecting revenue and yield
–
Main function & Pro Features
– Cloud Services
Croesus Advisor Integrations
Croesus Advisor may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Croesus Advisor Pricing
The Croesus Advisor pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Croesus Advisor offers several pricing plans :
– Croesus Advisor : Price on demand
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Croesus Advisor | Start | Professional | Enterprise | Premium |
| Price on demand | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : No free plan
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Croesus Advisor is a cloud-based Finance platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
croesus-advisor is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Online Support …
Hotline : 1-855-858-9701
Training options : …
Industry & Customers
Who use Croesus Advisor ?
This software package is tailored to business needs : Large Company, SME, Small Company …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Small Company, SME, Startup …)
Croesus Advisor Screenshots & Images : UI, dashboard …
Croesus Advisor Business Software Pricing
Croesus Advisor Features & Overview
Croesus Advisor Screenshot
Videos
Video #1
Video #2
Croesus Advisor Reviews
Here is our opinion on Croesus Advisor : this is a decent finance software to explore .
Croesus Advisor User Reviews & Ratings
Online and customer reviews of Croesus Advisor software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Croesus Advisor
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Croesus Advisor ? What is your likelihood to renew ?
FAQs
Why use a Finance Software ?
Finance Software can improve business productivity.
Main functions are : High availability, Role-Based Access Control, integrations …
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Finance Software Review
Company details
Developed by CROESUS, Inc.
HQ location : Canada
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit croesus.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Croesus Advisor is independent in order to highlight the strengths and weaknesses of this Finance Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Croesus Advisor Alternatives
If you’re understanding the drawbacks and you’re looking for a Croesus Advisor alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Compare Croesus Advisor Pricing Against Competitors
| Software | Starting Price | Billed | Free Trial |
| CROESUS ADVISOR | $ | Per month / user | No |
| PITCHAGO | $ | Per month / user | No |
| KORECONX | $ | Per month / user | No |
| SHOOTIH | $ | Per month / user | No |
| PMPLUS | $ | Per month / user | No |
| ACORNS | $1 | Per month / user | No |
| MORNINGSTAR OFFICE | $ | Per month / user | No |
| MORNINGSTAR DIRECT | $ | Per month / user | No |
| $ | Per month / user | ||
| $ | Per month / user |
Top 10 Alternatives & Competitors to Croesus Advisor
– Aikido Finance
– Pitchago
– KoreConX
– Shootih
– PMplus
You can also take a look at other business apps, like our Crockett Payroll review and our Blue Note Systems review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Finance Software compare to Croesus Advisor when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
