Products by Croesus

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  • CRM

    The CROESUS CRM system enables financial professionals to improve client communications and client satisfaction. Fully integrated into the portfolio management system, the CRM system offers the following features: mass mailing and emailing functionalities, simplified sharing of data within the... Read More

    Croesus has dedicated itself to perfecting portfolio management software for the financial services market. CROESUS is offered as a "software as a service" model that helps firms; create new cost models, reduce total cost of ownership and improve time to market. Read More
  • Performance Reporting

    CROESUS professional reports offer financial institutions the power to enrich, personalize, customize and configure reports to enhance client relationships. They extend marketing and communication efforts and maintain competitiveness in the market. With the ability to customize reports,... Read More

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