Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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