Training capsules

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Explore our various, brief and concise videos to deepen your knowledge wherever you want, whenever you want. Our experts give you access to tools, tips and tricks to optimize your day-to-day and enhance your skills, and performance while using Croesus Advisor.

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Getting started

Getting started

Quick tour of the basics – Part 1

Quick tour of the basics – Part 2

Prepare Croesus for client meetings

Generate a list of active clients or relationships

Client relationship management

Client relationship management

KYC using profile fields

Copy client information

Portfolio management

Portfolio management

Portfolio module overview

Work with multiple portfolios

Security holders

Create a relationship

Assign client contact details to a relationship

Manage relationships – add and remove accounts

Reports

Reports

Generate reports

Assign custom indices to client portfolios

Create a report package

Tips - Did you know?

Tips – Did you know?

Previous day’s transactions

Navigate the Portfolio module with the current context viewer

Print labels and envelopes

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