Training
Mastering your key skills
Advanced training
Course: CF-301
Croesus for the portfolio manager
Description
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.
Details
- Set up custom investment objectives
- Create model portfolios
- Manage rebalancing criteria and restrictions
- Assign accounts, clients or relationships to models
- Rebalance portfolios and generate lists of orders
- Create unique asset classifications
- Manage excess cash
- Identifying substitute securities
- Cash management – anticipated withdrawals and deposits
Course: CF-302
Train the trainer
Description
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.
Details
- Mastery learning of the main functionalities and productivity tools available in Croesus
- Presentation styles
- Use case preparation
Course: CF-303
Croesus configuration and maintenance for system administrators
Description
In this advanced course system administrators learn to manage the various configuration options available in the Configurator and within the Croesus software.
Details
- How to perform the daily tasks of a system administrator
- Easily manage users, passwords, IA codes, access levels and branches
- Configure new transaction types
- Add and modify security subcategories
- Create new Profiles, Products and Services
- Quickly set up and modify search criteria, quick filters, report configurations, and investment objectives
- Learn to analyze error logs and transaction inconsistencies and take corrective action
Course: CF-304
Portfolio modeling
Description
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.
Details
- Learn the different ways to create model portfolios
- Manage rebalancing criteria and restrictions
- Assign accounts, clients or relationships to models
- Assign an investment objective to your model
- Rebalance portfolios and generate lists of orders
- Manage excess cash
- Identifying substitute securities
- Cash management – anticipated withdrawals and deposits
Course: CF-305
Order entry
Description
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.
Details
- Learn the order entry cycle in Croesus
- Generate buy, sell or switch orders
- Edit and verify orders before they are sent to the order desk
- Quickly create block orders
- Merge and split block trades
- Enter fill orders to calculate an average price for a block
- Modify or cancel orders
- View the Intraday positions in the portfolio module (based on approved/open orders)
- Generate Fidessa and Mutual Funds reports
Course: CF-306
Billing
Description
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.
Details
- Set up the validation grid and fee schedules
- Create billable relationships
- Differentiate the various rate patterns and calculation methods
- Exclude accounts or positions from billing
- Generate billing reports
Course: CF-307
Personalized training
Description
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.
Contact your Croesus account manager to learn more.
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