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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our portfolio management solution, Croesus Advisor, is designed to be user-friendly, high-performing, and innovative, featuring advanced tools that allow wealth management advisors to securely and effectively oversee client assets. With Croesus Central, portfolio rebalancing becomes a straightforward, customized, and seamless process. This solution not only ensures compliance with both client and regulatory requirements but also enhances reliability and flexibility, ultimately freeing up time for advisors to focus on client interactions and business growth. Additionally, financial data can be transmitted easily and securely through Croesus’s application programming interfaces (APIs). Since its inception in 1987, Croesus has distinguished itself as a leading provider in the wealth management sector, earning the trust of numerous brokerages and banks to manage over 1 trillion dollars in client assets. The adaptability of our products to fit various business realities ensures they remain exceptionally user-friendly while maintaining high levels of performance and efficiency. As the industry evolves, Croesus continues to innovate, providing solutions that meet the changing needs of wealth management professionals.

Description

PureFacts stands out as the leader in understanding financial services data, having supported clients in boosting revenue, controlling costs, and minimizing risks for more than two decades. By optimizing processes and customizing the client journey, we enable businesses to generate additional revenue streams. Our data insights empower you to concentrate your efforts on creating greater value. As a leader in the AI Fintech and Wealthtech sectors, we offer innovative solutions that make onboarding, goals-based investing, and decumulating exceptionally efficient and straightforward. Our technology is designed to enhance processes, refine the client experience, and maximize revenue capture. You can adopt revenue programs that recognize the full value you provide while operating with reduced overhead through automated, precise, and consistent workflows. Our platform is hosted, highly integrated, adaptable, scalable, and dependable, seamlessly blending with your current tech ecosystem to ensure effortless data flow both upstream and downstream. With PureFacts, you can transform your approach to financial services data and elevate your business success to new heights.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$377 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Croesus

Founded

1987

Country

Canada

Website

www.croesus.com

Vendor Details

Company Name

PureFacts Financial Solutions

Founded

1995

Country

Canada

Website

www.purefacts.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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Third Financial

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