No. 56of 81 ·Portfolio Management Software

Croesus Advisor

Web

Freedom report

No signalScore 5.6

Runs widely1 of 6 device platforms
DocumentedThinly documented

Croesus Advisor is ranked #56 of 81 in portfolio management software on Freedom251, made by Croesus Advisor (Laval, Québec, Canada). It runs on Web.

Croesus Advisor plans and pricing

All plans

Croesus Advisor Pricing available by contacting Croesus for a demo croesus.com · 11 Oct 2026

Compared on portfolio management software

Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes
Tax-lot tracking: Yes

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The record

Product: Croesus Advisor is a customizable portfolio management system for wealth management firms.
Audience: Croesus says the solution is tailored to advisors, portfolio managers, financial planners, and investors.
Portfolio tools: The product combines portfolio modeling, CRM, risk management, rebalancing, and order management.
Compliance: It provides investment compliance breach alerts and compliance verification before and after transactions.
Reports: Croesus Advisor includes 100 customizable reports, with layouts tailored for investors.
Performance calculations: It calculates time-weighted and currency-weighted returns and provides performance and risk indicators.
Integrations: Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation.
Security: Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role.
Security controls: Croesus lists SOC 1 Type 2 and SOC 2 Type 2 assurance, encrypted data in transit and at rest, and 24/7 service monitoring.
Hosting: The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices.
Support and training: New clients receive support from Croesus training experts, with online help, training videos, and online or in-person training available.
Notable limits: Croesus does not publish a public price on the product page and directs visitors to request a demo.
Founded: 1987

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#56 of 81

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Sources

croesus.com/solutions/portfolio-management/· checked 11 Oct 2026
croesus.com/solutions/partners/· checked 11 Oct 2026
croesus.com/solutions/trust-center/· checked 11 Oct 2026
croesus.com/services/training/· checked 11 Oct 2026
croesus.com/croesus-advisor/· checked 28 Sept 2026