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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
Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.
API Access
Has API
API Access
Has API
Integrations
ConQuest
Deloitte Cascade Suite
Salesforce
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
Ortec Finance
Founded
1981
Country
The Netherlands
Website
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
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