CROESUS FINANSOFT INC. | CRM

By: Croesus Finansoft  09-12-2011
Keywords: financial advisors

Croesus allows users to quickly produce client reports that present a wide array of required information.

Certain reports are targeted to clients (e.g. portfolio evaluations, income distribution), whereas others will directly relate to the financial advisors themselves (e.g. security holders, maturity reports). Still other reports present higher-level summaries, targeted to branch managers or compliance departments (e.g. investment objective summaries, performance summary reports).

Keywords: financial advisors

Contact Croesus Finansoft

Email

Print this page

Other products and services from Croesus Finansoft

09-12-2011

CROESUS FINANSOFT INC. | Diary and Task Manager

Appointments, tasks or notes relating to a particular client will automatically appear in the client profile, ensuring that in any discussion with the client, the full history of contacts is readily available. Members of a team can share diaries, assign unique or recurrent tasks, and schedule appointments. Croesus provides a Broker's Diary and Task Manager.


09-12-2011

CROESUS FINANSOFT INC. | Complete portfolio management and CRM solution

Croesus interfaces with numerous third-party applications, such as market data providers, financial planning software and hand-held devices. Croesus is a unique, integrated, complete portfolio management and CRM solution, which also offers specific compliance functionalities. Croesus is complemented by the Pop Web Interface Module and the Order Entry Module - as well as a wide range of professional services.


09-12-2011

CROESUS FINANSOFT INC. | Services > Overview

Croesus Finansoft provides consulting services in the form of business analysis, either as part of the software implementation or in order to improve your Financial Advisors' efficiency. Croesus offers a wide array of professional services, including services offered within the software license and right of use fees, and additional services.