CROESUS FINANSOFT INC. | Services > Overview

By: Croesus Finansoft  09-12-2011
Keywords: Professional Services, financial advisors, Business Analysis

Croesus offers a wide array of professional services, including services offered within the software license and right of use fees, and additional services. A strong team of near 100 employees develops, maintains and deploys the application and provides professional services to our clients.

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. With a business analysis in hand, your organization will be able to build a strategic plan based on external and neutral expert advice.

The Project Managers' role is to ensure that Croesus's deliveries meet your expectations in every way. They act as single points-of-contact for the customer throughout the project duration. They coordinate internal activities, allocate the required resources and organize project reviews, internal and external meetings.

Croesus Finansoft offers its customers the possibility to add custom features to the core software. These modifications usually take three forms: improvements to the application itself, additional reporting and integration or connectivity to external applications.

Keywords: Business Analysis, financial advisors, Professional Services, software implementation

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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.


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.



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