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Croesus Partners With Advisor Products To Offer A Client Vault With Its Portfolio Management Software

Wednesday, 11 May 2016

Super User

Marketing

Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

Croesus provides RIAs Web-based software for portfolio management, performance calculations and client reporting and reconciles an RIA’s client accounts across hundreds of custodians and BDs daily.

David Mastroberardino, director of products at Croesus states, “We are proud to leverage Andrew Gluck’s expertise in this area to add portal functionality to our solution."

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