Croesus Overview

Croesus Overview

Croesus is the performance reporting platform used at Optimize Wealth Management to generate clear, consistent, and accurate portfolio performance reports for clients. It is a core system used by Wealth Planners to review investment results, communicate outcomes, and support meaningful portfolio discussions with clients.

The platform integrates directly with our custodians and model portfolios to ensure that performance reporting is standardized across the firm and updated in real time. This enables every Wealth Planner to deliver high-quality reporting, backed by reliable data.

Why We Use Croesus

Croesus is used as our primary performance reporting tool because it supports a consistent, compliant, and scalable client experience. All investment accounts are tracked through Croesus, and all performance reports—whether for individual accounts or consolidated households—are produced within the platform.

It allows Wealth Planners to show how portfolios have performed over various time periods and to provide deeper context through metrics such as:

• Time-weighted returns, which isolate investment growth regardless of cash flows
• Money-weighted returns, which reflect the actual investor experience by factoring in the timing of deposits and withdrawals
• Performance comparisons against benchmarks, where applicable
• Net vs. gross-of-fees reporting, depending on the objective of the review

Why Croesus Is Important

Performance reporting plays a vital role in client communication and transparency. It helps clients understand how their portfolios are progressing, whether their investment strategies remain aligned with their goals, and how markets have impacted their holdings over time.

Croesus makes this process easier by automating the generation of reports that are easy to understand, visually consistent, and tailored to each client's structure. It ensures that Wealth Planners are equipped with a reliable foundation for every portfolio review and planning discussion.

It's truly a critical tool for delivering performance reporting at Optimize. It supports professional, standardized reporting across the firm and allows Wealth Planners to provide clients with clear insights into how their portfolios are performing. Its use reinforces our commitment to transparency, accuracy, and high-quality service.