Designed for portfolio managers who require flexibility in building and managing their own model portfolios, this advanced course offers an in-depth coverage of the specific functionalities related to portfolio management and modeling.
This intensive training provides an in-depth coverage of the application while suggesting best practices in the delivery of portfolio management software training.
The training also includes methods of evaluating learning outcomes and proposes follow-up strategies.
In this advanced course system administrators learn to manage the various configuration options available in the Configurator and within the Croesus software.
This course covers all the functionalities related to portfolio modeling in Croesus. It is an advanced course which requires a thorough understanding of the application and investment principles.
An advanced course designed for advisors who plan to use Croesus for order entry. The functionality is available in both manual and automatic mode. Training is adapted accordingly.
This course explores all the options and parameters within the Croesus billing functionality. It prepares participants to efficiently setup the environment and generate billing reports.
Personalized training for specific needs and objectives of the firm are available. Ideal as a refresher for existing users or new staff who will be using the application. The content can be based on our à la carte offering or any special request. Ask your account manager for more details.