• Contact
  • Français
Logo Logo Logo Logo Logo
Request a demo
  • Solutions
    • Products
      • Portfolio Management
      • Portfolio rebalancing
      • APIs and Widgets
    • Industries
      • Full-service brokerage
      • Discount brokerage
      • Asset management
      • Portfolio management firms
      • Mutual fund firms
    • Technologies
      • Partners
      • Security and reliability
  • Services
    • Professional services
    • Training
    • Training webinars
    • Training videos
  • News
    • Press room
    • In the medias
    • All news
  • Blog
    • Industry insights
    • Croesus meets
    • All blogs
  • Events
    • Conferences
    • Webinars
  • About Us
    • Our identity
      • About Croesus
      • Management
      • Careers
      • Our commitment
      • History
      • Awards and recognition
      • Contact us
    • Our expertise
      • Innovation
      • Croesus Lab
      • Case studies
  • Careers
  • Request a demo
  • Solutions

    • Products

      • Portfolio Management
      • Portfolio rebalancing
      • APIs and Widgets
    • Industries

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

      • Partners
      • Security and reliability
  • Services

    • Professional services
    • Training
    • Training webinars
    • Training videos
  • News

    • Press room
    • In the medias
    • All news
  • Blog

    • Industry insights
    • Croesus meets
    • All blogs
  • Events
    • Conferences
    • Webinars
  • About Us

    • Our identity

      • About Croesus
      • Management
      • Careers
      • Our commitment
      • History
      • Awards and recognition
      • Contact us
    • Our expertise

      • Innovation
      • Croesus Lab
      • Case studies
  • Careers
  • Request a demo

Training videos

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 videos

 
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

Back to Training

Stay informed on our upcoming webinars
Sign up
News

News

See latest news
Events

Events

Connect with Canada’s leading WealthTech
Social

Stay connected

Follow us on Facebook!

Croesus

Since 1987, Croesus has been the leader in wealth management solutions for the financial services industry.

Address
600 Armand-Frappier Boulevard
Laval, Québec, H7V 4B4
Canada
Phone
1-855-243-6101
Latest News
  • Why it’s time for advisors to level up their portfolio rebalancing solutions May 12, 2022
  • Croesus holds its position as a member of Canada’s Best Managed Companies Platinum Club May 10, 2022
  • Croesus, Developer of human wealth May 3, 2022
Stay connected

Privacy Policy

© 2022 Croesus

The Croesus website uses cookies to improve your experience. By using our website you agree to our Privacy Policy.I understandPrivacy Policy