Croesus

Croesus Offers Morningstar Portfolio Snapshot and X-Ray Reports


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.

Croesus Offers Custodial and Held-Away Account Data Aggregation through Its Integration with Morningstar ByAllAccounts


Croesus, a leading provider of wealth management solutions, and Morningstar, Inc., a leading provider of independent investment research, today announced at the AICPA Conference the integration of the Morningstar® ByAllAccountsSM aggregation service into the Croesus portfolio management platform for financial institutions.

The integration allows investment professionals to offer consolidated reporting through custodial and held-away account data aggregation from thousands of financial institutions and different account types, such as IRAs, trusts, 401(k)s, 529 plans, annuities, mutual funds, alternative investments and REITs. Aggregated account data includes investment positions, balances, transactions and securities.

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