Services

Training

Stay competitive, get the most out of Croesus solutions

New clients

Onboarding training

Each new client is supported by our training experts. Enjoy access to our resources such as online help, training videos, and online or in-person training.

Packages

Basic (4 hours)

Professional (8 hours)

Premium (16 hours)

Access to training videos

Two 30-minute sessions with an expert to answer your questions

Custom training through webinars

VIP support to suit your needs (initial meeting, post-training meeting, etc.)

The webinar lasts 4 hours for the Professional package and 12 hours for the Premium package.

Let’s talk about your skill development

2,000+

professionals trained

900+

articles in the online help

94%

satisfaction rate

Existing clients

Customized training

Customized training to learn and master Croesus’s different solutions. Training is tailored to your needs and available in the following forms:

Individual or group training
Demos and FAQs
Online or in-person sessions

Some examples of customized training

For investment advisors

Discover tips and tricks to onboard new clients and prepare for client meetings.

For administrative assistants

Learn about all our CRM and reporting features.

For portfolio managers

Know the various ways to create portfolio models and rebalancing criteria and to set investment objectives for each client.

For system administrators

Learn about our configuration tools and the various options to enable related features and settings.

For support groups (first-line support)

Master the features and functionalities of Croesus solutions to better assist your internal users.

For billing managers

Explore billing options and settings to configure environments and invoice reports.