In today’s hyperpersonalized environment, investors expect a reporting experience as intuitive and engaging as the digital platforms they use every day. This shift demands advanced technology capable of delivering personalization at scale
This article was produced in partnership with Croesus
A strong 82% of wealth management professionals believe that firms embracing hyperpersonalization will outperform their competitors. Yet many portfolio management systems (PMS) struggle to meet this dual expectation: producing accurate, compliant reports while presenting information in a way that feels personal, relevant, and easy to grasp.
Too often, reporting tools lack depth, flexibility, or meaningful customization, forcing advisors to choose between efficiency and a tailored client experience. Croesus removes this compromise by placing clarity, customization, and regulatory alignment at the core of its reporting framework.
“Our priority is to facilitate the investor’s understanding of their financial situation and to help the advisor tell their story in an easy, clear, and professional way,” explains Raghid Nami, Product Leader at Croesus. This philosophy runs through a comprehensive reporting suite that adapts to the needs of advisors, firms, and individual investors.
A wealth of reporting options
Croesus Advisor provides a library of more than 100 ready-to-use report templates engineered for clarity, accuracy, and regulatory compliance.
“What sets Croesus’ PMS apart is its meticulous calculations. Our reports are highly regarded for their clarity, presentation, reliability, and because they strictly adhere to regulatory requirements. Firms feel confident generating and sending Croesus reports,” says Nami.
Advisors can tailor nearly every component such as content, data groupings, benchmarks, visuals, and branding. Whether producing a concise performance summary or a detailed realized gains report, each document can be refined to reflect a client’s preferences and investment objectives.
Personalization is available at every level: firm-wide branding and disclosures, advisor-level templates, and client- or household-specific settings. When firms must generate thousands of reports simultaneously, Croesus automatically applies each client’s individualized parameters, delivering unique, tailored outputs at scale.
Redefine client engagement
Beyond traditional reporting, Croesus recently launched Croesus Vidia, an AI-powered video reporting solution that enhances investor engagement.
Croesus Vidia converts static data into dynamic, personalized video summaries, enabling advisors to explain portfolio performance in a concise, human-centered format. By narrating essential insights like market movements, allocation shifts, or upcoming opportunities, the solution guides investors in better understanding their financial trajectory.
This approach reinforces comprehension, strengthens trust, and differentiates the advisor experience in an increasingly competitive marketplace. Croesus Vidia is fully synchronized with Croesus Advisor and the millions of portfolios it manages, ensuring that every available report can be delivered as both a traditional document and an AI-generated video, while maintaining each investor’s personalization settings.
This redefines reporting by providing broader options and new ways to communicate.
Reporting for every need
The reporting suite offered by Croesus meets a wide spectrum of needs for both advisors and investors. Some of the most widely used reports include:
- Portfolio valuation: a comprehensive overview of account holdings, similar to an account statement.
- Portfolio performance: tracks account evolution, including contributions, withdrawals, gains, income, and benchmarks.
- Realized gains and losses: details gains and losses on transactions completed during the year.
- Transactions: lists all transactions over a selected period, offering transparency into account activity.
- Income cash projection: forecasts future investment income, supporting financial planning.
- Security income analysis: analyzes income generated by securities, offering insight into yield and profitability.
Nami emphasizes the adaptability of the portfolio performance report, noting, “This report is very flexible because the advisor wants to tell their story in a different way depending on what is important to their client and to them.”
Croesus empowers financial professionals with unmatched portfolio performance analysis, leveraging its precision calculation engine and comprehensive historical data. This provides the rare ability to track returns from the moment of acquisition, offering a long-term performance view that surpasses competing solutions.
