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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AWS Trusted Advisor is a web-based tool that offers real-time recommendations to assist you in configuring your resources in alignment with AWS best practices. By running checks, Trusted Advisor helps enhance your AWS setup, bolster security and performance, lower overall expenses, and keep an eye on service limits. Regularly utilizing the insights provided by Trusted Advisor is essential, whether you are initiating new processes, building applications, or seeking continuous improvement, as it aids in maintaining the optimal provisioning of your solutions. Users with AWS Basic Support and AWS Developer Support benefit from 6 security assessments (including S3 Bucket Permissions and IAM Use) along with 50 checks on service limits. Conversely, customers with AWS Business Support and AWS Enterprise Support gain access to the complete suite of 115 Trusted Advisor checks, comprising 14 for cost optimization, 17 related to security, 24 focusing on fault tolerance, 10 aimed at performance, and 50 that monitor service limits. This comprehensive approach ensures that users can maximize the efficiency and security of their AWS environments.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

New Relic
Sophos Cloud Optix

Integrations

New Relic
Sophos Cloud Optix

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$377 per month
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

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Vendor Details

Company Name

Croesus

Founded

1987

Country

Canada

Website

www.croesus.com

Product Features

Cloud Management

Access Control
Billing & Provisioning
Capacity Analytics
Cost Management
Demand Monitoring
Multi-Cloud Management
Performance Analytics
SLA Management
Supply Monitoring
Workflow Approval

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

Summit Reviews

Summit

Summit Wealth Systems