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  • Request a demo
  • Solutions

    • Products

      • Portfolio Management
      • Data Analytics
      • Models and rebalancing
      • APIs and Widgets
    • Industries

      • Full-service brokerage
      • Asset management
      • Discount brokerage
      • Portfolio management firms
      • Mutual fund firms
    • Integrations

      • Integration partners
      • Technology
  • Services

    • Professional services
    • Training
    • Training webinars
    • Training capsules
  • News

    • Press Room
    • Industry Insights
    • Case Studies
    • All News
  • Events
    • Conferences
    • Webinars
  • About Us

    • Our identity

      • About Croesus
      • Management
      • Careers
      • Our commitment
      • History
      • Contact us
    • Our expertise

      • Innovation
      • Croesus Lab
  • Request a demo

Training capsules

Our knowledge on demand
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.

Explore our training capsules

 
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

Adding notes
CRM overview
KYC using profile fields
Activities
Copy client information
Portfolio management

Portfolio management

Portfolio module overview
Work with multiple portfolios
Performance
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?

Filters
Previous day’s transactions
Navigate the Portfolio module with the current context viewer
Mail merge
Print labels and envelopes

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News

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Events

Events

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Croesus

Since 1987, Croesus has been providing portfolio management software and business intelligence tools to the financial services industry in Canada.

Address
600 Armand-Frappier Boulevard
Laval, Quebec  H7V 4B4
Canada
Phone
1-855-243-6101
Latest News
  • Croesus named one of Canada’s Top Small & Medium Employers April 6, 2021
  • Focus on readability to foster communication April 1, 2021
  • The success of your practice is a team effort! March 18, 2021
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