Discover Croesus’ core modules, learn tips and tricks for a better user experience, and develop a general understanding of portfolio management and CRM software.
Provide investment advisors a variety of tools and the basic knowledge necessary to maximize their use of the application and better serve their clients.
This course is designed for assistants to maximize their use of the Croesus application, providing the tools to efficiently perform daily tasks in order to better support and serve advisors and their clients.
This course is designed for existing clients migrating to the latest version of Croesus. It introduces the new functionalities and available options.
General overview of enhancements, such as: