Croesus Advisor

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

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

What problems are you solving with the product? What benefits have you realized?

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