Croesus Web Investor is a secure, web-based client portal provided by CFG, used by our legacy clients for  transparent access to their investment portfolios.

Key Features:

• Portfolio Overview: Clients can view detailed information about their investment holdings, including asset allocation, performance metrics, and transaction history.
  
• Document Access: The portal provides access to essential documents such as investment reports, facilitating easy record-keeping and review.
  
• User-Friendly Interface: Designed with simplicity in mind, the portal ensures that clients can navigate and access their information with ease.

Transition to NDEX

While Croesus Web Investor continues to serve our legacy clients, CFG is progressively transitioning to the NDEX platform. NDEX offers enhanced features, including NBIN statement and tax slip access, real-time portfolio updates, advanced analytics, and improved client-advisor communication tools. This transition aims to provide clients with a more comprehensive and interactive investment experience.