---
description: Learn more about Croesus price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Croesus Pricing, Cost & Reviews - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Croesus](/software/129800/croesus)

# Croesus

Canonical: https://www.capterra.ie/software/129800/croesus

> Wealth management solutions including portfolio management, rebalancing tools, risk and compliance management modules, APIs.
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Croesus?

Chartered banks
Commercial banks
Private banks
Investment banks
Wealth management firms
RIAs

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Croesus
- **Founded**: 1987

## Commercial Context

- **Starting Price**: US$100,000.00
- **Pricing model**: Other
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, French
- **Available Countries**: Canada, Switzerland, United States

## Features

- Client Management
- Client Portal
- Compliance Tracking
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Investment Management Software](https://www.capterra.ie/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.ie/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.ie/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.ie/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.ie/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.ie/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "Very easy to use and set up\!" — 5.0/5

> **Mark** | *12 June 2018* | Recommendation rating: 10.0/10
> 
> **Pros**: I love this program because it helps me in my day to day portfolio performance review. Very nice features especially when re balancing portfolios. Saves me big amount.
> 
> **Cons**: Sometimes the customer support can be not so great and takes a while to get back to you. They should be able to answer questions on the spot.

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### "Great for Wealth Management CRM" — 5.0/5

> **Brian** | *15 July 2021* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Ability to generate essential reports: transactions, performance, capital gains and losses etc. Also, allows for solid note taking
> 
> **Cons**: Ability to customize features such as: performance benchmarks, asset allocation parameters and industry deignations
> 
> Excellent product at reasonable price, great for PM CRM

## Links

- [View on Capterra](https://www.capterra.ie/software/129800/croesus)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/129800/croesus> |
| de-AT | <https://www.capterra.at/software/129800/croesus> |
| de-CH | <https://www.capterra.ch/software/129800/croesus> |
| en | <https://www.capterra.com/p/129800/Croesus/> |
| en-AE | <https://www.capterra.ae/software/129800/croesus> |
| en-AU | <https://www.capterra.com.au/software/129800/croesus> |
| en-CA | <https://www.capterra.ca/software/129800/croesus> |
| en-GB | <https://www.capterra.co.uk/software/129800/croesus> |
| en-IE | <https://www.capterra.ie/software/129800/croesus> |
| en-IL | <https://www.capterra.co.il/software/129800/croesus> |
| en-IN | <https://www.capterra.in/software/129800/croesus> |
| en-NZ | <https://www.capterra.co.nz/software/129800/croesus> |
| en-SG | <https://www.capterra.com.sg/software/129800/croesus> |
| en-ZA | <https://www.capterra.co.za/software/129800/croesus> |
| es | <https://www.capterra.es/software/129800/croesus> |
| es-AR | <https://www.capterra.com.ar/software/129800/croesus> |
| es-CL | <https://www.capterra.cl/software/129800/croesus> |
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| es-CR | <https://www.capterra.co.cr/software/129800/croesus> |
| es-DO | <https://www.capterra.do/software/129800/croesus> |
| es-EC | <https://www.capterra.ec/software/129800/croesus> |
| es-MX | <https://www.capterra.mx/software/129800/croesus> |
| es-PA | <https://www.capterra.com.pa/software/129800/croesus> |
| es-PE | <https://www.capterra.pe/software/129800/croesus> |
| fr | <https://www.capterra.fr/software/129800/croesus> |
| fr-BE | <https://fr.capterra.be/software/129800/croesus> |
| fr-CA | <https://fr.capterra.ca/software/129800/croesus> |
| fr-LU | <https://www.capterra.lu/software/129800/croesus> |
| nl | <https://www.capterra.nl/software/129800/croesus> |
| nl-BE | <https://www.capterra.be/software/129800/croesus> |
| pt | <https://www.capterra.com.br/software/129800/croesus> |
| pt-PT | <https://www.capterra.pt/software/129800/croesus> |

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