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Croesus Offers Morningstar Portfolio Snapshot and X-Ray Reports

Submitted by Technology Tools for Today on February 4th, 2016


Croesus, a leading provider of wealth management solutions, today announced at the TDAI National LINC Conference that it is now offering the Morningstar® Portfolio SnapshotTM and X-RayTM Reports within its client reporting functionality.

The reports present a detailed overview of clients’ most important portfolio information. The Morningstar Portfolio Snapshot Report includes style diversification, risk and fundamental analysis, sector weightings, asset allocation and performance. The Morningstar X-Ray Report summarizes the underlying portfolio holdings, risk/return analysis, regional and sector exposure, and investment style.

“We are glad to offer our clients two of the industry’s most recognized reports. Filled with rich informative graphs, these reports enable advisors to provide their investor clients with a comprehensive and easy-to-understand picture of their investments,” said Croesus Vice President of Sales and Marketing, Vincent Guyaux.

”In today’s volatile markets it’s particularly important to understand clients’ portfolio-level market exposures. We’re pleased to bring our Portfolio Snapshot and X-Ray capabilities to Croesus users to help them ensure their clients’ portfolios are properly diversified to weather market turbulence and achieve client goals,” Tricia Rothschild, head of global advisor solutions, said.

About Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use Croesus solutions to manage over $800 billion in assets. With its 150 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego. For more information, visit croesus.com.

About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries. For more information, visit corporate1.morningstar.com/us/home/.

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