Customized support
We are committed to providing our clients with training to maximize their use of all Croesus functions and allow them to acquire the skills they need to meet the demands of their professional field.

A complete offer

  • A team of training professionals
  • An accurate needs analysis
  • Effective knowledge transfer
  • Free and easy-to-access webinars

live webinar attendees


articles in the online help


satisfaction with training


Croesus offers free training webinars on a wide variety of topics to improve your user experience.


Training videos

Access a wide variety of video tutorials to unveil our best tips and tricks on using Croesus Advisor.

Other training available



When a client migrates to a new version of Croesus, training is key to ensuring a smooth and efficient transition.

New clients

We have developed a training program to help our new clients effectively use our portfolio management solutions.

À la carte

If you are looking for personalized training, we give you the option to choose the training modules that match your immediate needs.

Contact your Croesus account manager to learn more.

Experience it yourself, see the difference