Enjoy access to our resources such as online help, training videos, and online or in-person training.
articles in the online help
Training is tailored to your needs and available in the following forms:
Discover tips and tricks to onboard new clients and prepare for client meetings.
Learn about all our CRM and reporting features.
Know the different ways to create portfolio models and rebalancing criteria and to set investment objectives for each client.
Learn about our configuration tools and the various options to enable related features and settings.
Master Croesus’s solutions features and functionalities to better assist your internal users.
Explore billing options and settings to configure environments and invoice reports.