Croesus Advisor Reviews

It's a great data base to create relationships, add notes and keep clients up to date.

I wish Croesus would automatically add new accounts in relationship

It's a good client data base

None at the moment

I like the visual appearance, it is very user-friendly.

Sometimes it shows data from previous day when it's early in the morning, which makes me wait until later in the day to do what I normally do early.

I see clients' accounts, portfolios, generate reports, balance. It helps us see the big picture.

I like the backdate feature the best. You can select any date in the portfolio module and instantly see what the account looked like without having to generate a pdf report

I dislike that you cannot print envelopes, cash flow is often incorrect due to data input limitations or transactions posted incorrectly. We cannot remove old fictitious accounts.

Excellent portfolio management but there are serious limitations for using as a contact management system.

We are able to quickly produce individual RGL reports. This allows up to service our clients better.