Compare Croesus и Wealth EOffice

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montral and Toront... Read more

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Rating
4.5 / 5
0 / 5
3D CAD software features
Modeling & Simulation
Modeling & Simulation
Electronic Medical Records software features
Compliance Tracking
Compliance Tracking
Investment Management software features
Bonds / Stocks
For Investment Advisors
Fund Management
Portfolio Rebalancing
Bonds / Stocks
For Investment Advisors
Fund Management
Portfolio Rebalancing
Banking Systems software features
Risk Management
Risk Management
Customer Service software features
Performance Metrics
Performance Metrics
Energy Management software features
Benchmarking
Benchmarking
Accounting Practice Management software features
Client Management
Client Portal
Client Management
Client Portal
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
4 / 5

Very easy to use and set up!

Benefits:

I love this program because it helps me in my day to day portfolio performance review. Very nice features especially when re balancing portfolios. ... Read more

I love this program because it helps me in my day to day portfolio performance review. Very nice features especially when re balancing portfolios. Saves me big amount.

Drawbacks:

Sometimes the customer support can be not so great and takes a while to get back to you. They should be able to answer questions on the spot.

Summary:

Mark C.
5 / 5

Great for Wealth Management CRM

Benefits:

Ability to generate essential reports: transactions, performance, capital gains and losses etc. Also, allows for solid note taking

Drawbacks:

Ability to customize features such as: performance benchmarks, asset allocation parameters and industry deignations

Summary:

Excellent product at reasonable price, great for PM CRM

Brian R.

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