Freedom251 › Wealth Management
Croesus Advisor
What Croesus Advisor is
Croesus Advisor is a web-based portfolio management system made by Croesus Advisor in Laval, Québec, Canada, a company founded in 1987. It is designed for wealth management firms and combines portfolio modeling, CRM, risk management, rebalancing, and order management across multiple asset classes. Advisors and investment teams can use allocation analysis, risk analysis, tax-lot tracking, and performance reporting. The system calculates time-weighted and currency-weighted returns and supplies performance and risk indicators. Compliance tools alert users to investment breaches and verify compliance before and after transactions. Croesus Advisor includes 100 customizable reports with investor-oriented layouts. Its open architecture and APIs support links to back-office, order management, CRM, financial planning, and account aggregation systems. Croesus describes cloud hosting, encrypted data in transit and at rest, SOC 1 Type 2 and SOC 2 Type 2 assurance, and 24/7 monitoring. New clients receive training support, online help, videos, and online or in-person training. Pricing is available by requesting a demo.
Who it suits
Croesus Advisor suits wealth management firms, advisors, portfolio managers, financial planners, and investors needing portfolio, compliance, reporting, and risk tools in one web system.
What it does well
- Supports multiple asset classes
- Includes 100 customizable reports
- Pre- and post-transaction compliance checks
- APIs support third-party technology connections
- SOC 1 and SOC 2 Type 2 assurance
What to know first
- Pricing requires contacting Croesus for a demo
- Web platform only
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Croesus Advisor | Pricing available by contacting Croesus for a demo | On request |
As croesus.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Croesus Advisor brings portfolio operations, analysis, reporting, and compliance into a customizable cloud system. Firms should request a demo to confirm pricing and fit for their workflows.
Facts from Croesus Advisor's own pages
- Allocation analysis
- Yes · croesus.com, 20 Sept 2026
- Asset class coverage
- multi_asset · croesus.com, 20 Sept 2026
- Audience
- Croesus says the solution is tailored to advisors, portfolio managers, financial planners, and investors. · croesus.com, 11 Oct 2026
- Compliance
- It provides investment compliance breach alerts and compliance verification before and after transactions. · croesus.com, 11 Oct 2026
- Founded
- 1987 · croesus.com, 28 Sept 2026
- Hosting
- The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices. · croesus.com, 11 Oct 2026
- 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. · croesus.com, 11 Oct 2026
- Notable limits
- Croesus does not publish a public price on the product page and directs visitors to request a demo. · croesus.com, 11 Oct 2026
- Performance calculations
- It calculates time-weighted and currency-weighted returns and provides performance and risk indicators. · croesus.com, 11 Oct 2026
- Performance reporting
- Yes · croesus.com, 20 Sept 2026
- Portfolio tools
- The product combines portfolio modeling, CRM, risk management, rebalancing, and order management. · croesus.com, 11 Oct 2026
- Product
- Croesus Advisor is a customizable portfolio management system for wealth management firms. · croesus.com, 11 Oct 2026
- Reports
- Croesus Advisor includes 100 customizable reports, with layouts tailored for investors. · croesus.com, 11 Oct 2026
- Risk analysis
- Yes · croesus.com, 20 Sept 2026
- Security
- Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role. · croesus.com, 11 Oct 2026
- 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. · croesus.com, 11 Oct 2026
- Support and training
- New clients receive support from Croesus training experts, with online help, training videos, and online or in-person training available. · croesus.com, 11 Oct 2026
- Tax-lot tracking
- Yes · croesus.com, 20 Sept 2026
Where Croesus Advisor stands on Freedom251
- Wealth Management#9 of 16
- Portfolio Management Software#68 of 81