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What is Croesus?

Croesus Advisor, our portfolio management solution, is crafted to be intuitive, efficient, and cutting-edge, equipped with sophisticated tools that empower wealth management advisors to securely and proficiently manage client assets. The introduction of Croesus Central transforms portfolio rebalancing into a simple, tailored, and fluid experience. This tool not only guarantees adherence to both client and regulatory standards but also boosts reliability and adaptability, allowing advisors to dedicate more time to engaging with clients and fostering business expansion. Furthermore, Croesus’s application programming interfaces (APIs) facilitate the secure and effortless transmission of financial data. Since its founding in 1987, Croesus has emerged as a prominent figure in the wealth management landscape, gaining the confidence of numerous brokerages and banks to oversee over 1 trillion dollars in client assets. The versatility of our products to adapt to diverse business scenarios ensures that they continue to be exceptionally user-centric while achieving remarkable performance and efficiency. As the financial sector progresses, Croesus remains committed to innovation, consistently offering solutions that address the evolving demands of wealth management experts, thereby reinforcing our position as a trusted partner in this dynamic field.

What is AWS Trusted Advisor?

AWS Trusted Advisor is an online tool that provides users with real-time insights and recommendations to ensure their resource provisioning aligns with the best practices established by AWS. By conducting a variety of assessments, Trusted Advisor seeks to optimize your AWS infrastructure, enhance security and performance, reduce expenses, and monitor service limits effectively. Utilizing the insights from Trusted Advisor is particularly valuable whether you are starting new projects, developing applications, or focused on ongoing improvements, as it helps guarantee that your solutions are efficiently set up. Users with AWS Basic Support and AWS Developer Support can access six specific security assessments, which cover areas like S3 Bucket Permissions and IAM Usage, along with 50 checks related to service limits. In contrast, clients with AWS Business Support and AWS Enterprise Support benefit from the complete range of 115 Trusted Advisor evaluations, which are organized into categories including cost optimization, security enhancements, fault tolerance, performance improvements, and service limits. Consistently monitoring and acting on these recommendations can significantly enhance resource management and lead to greater operational efficiency, ultimately contributing to a more robust cloud infrastructure. By making it a habit to integrate these suggestions into your cloud strategy, you can better align your resources with business goals.

Media

Media

Integrations Supported

New Relic
Sophos Cloud Optix

Integrations Supported

New Relic
Sophos Cloud Optix

API Availability

Has API

API Availability

Has API

Pricing Information

$377 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Croesus

Date Founded

1987

Company Location

Canada

Company Website

www.croesus.com

Company Facts

Organization Name

Amazon

Date Founded

1994

Company Location

United States

Company Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Categories and Features

Investment Management

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

Categories and Features

Cloud Management

Access Control
Billing & Provisioning
Capacity Analytics
Cost Management
Demand Monitoring
Multi-Cloud Management
Performance Analytics
SLA Management
Supply Monitoring
Workflow Approval

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