PriceMetrix

PriceMetrix

McKinsey & Company
+
+

Related Products

  • Allvue
    5 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Nexo
    16,346 Ratings
    Visit Website
  • Upper Hand
    306 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    21 Ratings
    Visit Website
  • Intelex
    129 Ratings
    Visit Website
  • KrakenD
    71 Ratings
    Visit Website

About

User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.

About

Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and enterprises in need of a wealth management solution

Audience

Wealth management advisors and executives

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$377 per month
Free Version
Free Trial

Pricing

$25000.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Croesus
Founded: 1987
Canada
www.croesus.com

Company Information

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com

Alternatives

Summit

Summit

Summit Wealth Systems

Alternatives

Summit

Summit

Summit Wealth Systems
VestmarkONE

VestmarkONE

Vestmark
Tower

Tower

TechRules
eMoney

eMoney

eMoney Advisor

Categories

Categories

Investment Management Features

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

Investment Management Features

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

Integrations

Coral

Integrations

Coral
Claim Croesus and update features and information
Claim Croesus and update features and information
Claim PriceMetrix and update features and information
Claim PriceMetrix and update features and information