Training
Stay competitive, get the most out of Croesus solutions
Onboarding training for new clients
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
Access to training videos.
Two 30-minute sessions with an expert to answer your questions.
Professional
8 hours
Access to training videos.
Two 30-minute sessions with an expert to answer your questions.
4 hours of customized training in the form of webinars.
Premium
16 hours
Access to training videos.
Two 30-minute sessions with an expert to answer your questions.
12 hours of customized training in the form of webinars.
VIP support to suit your needs (e.g. initial meetings, post-training meetings, etc.).
Let’s talk about your skill development
2000+
professionals trained
900+
articles in the online help
94%
satisfaction rate
Customized training for existing clients
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
Training for investment advisors
Discover tips and tricks to onboard new clients and prepare for client meetings.
Training for administrative assistants
Learn about all our CRM and reporting features.
Training for portfolio managers
Know the different ways to create portfolio models and rebalancing criteria and to set investment objectives for each client.
Training for system administrators
Learn about our configuration tools and the various options to enable related features and settings.
Training for support groups (Level 1)
Master Croesus’s solutions features and functionalities to better assist your internal users.
Training for billing managers
Explore billing options and settings to configure environments and invoice reports.
Let’s talk about your skill development
Experience it yourself, see the difference