Training

Stay competitive, get the most out of Croesus solutions

Onboarding training for new clients

 

Each new client is supported by our training experts.

Enjoy access to our resources such as online help, training videos, and online or in-person training.

Packages

Basic

4 hours


Access to training videos.
Two 30-minute sessions with an expert to answer your questions.

Professional

8 hours


Access to training videos.
Two 30-minute sessions with an expert to answer your questions.
4 hours of customized training in the form of webinars.

Premium

16 hours


Access to training videos.
Two 30-minute sessions with an expert to answer your questions.
12 hours of customized training in the form of webinars.
VIP support to suit your needs (e.g. initial meetings, post-training meetings, etc.).

Let’s talk about your skill development

2000+

professionals trained

900+

articles in the online help

94%

satisfaction rate

Customized training for existing clients

 

Customized training to learn and master Croesus’s different solutions.

Training is tailored to your needs and available in the following forms:

  • Individual or group training
  • Demos and FAQs
  • Online or in-person sessions

Some examples of customized training

Training for investment advisors

Discover tips and tricks to onboard new clients and prepare for client meetings.

Training for administrative assistants

Learn about all our CRM and reporting features.

Training for portfolio managers

Know the different ways to create portfolio models and rebalancing criteria and to set investment objectives for each client.

Training for system administrators

Learn about our configuration tools and the various options to enable related features and settings.

Training for support groups (Level 1)

Master Croesus’s solutions features and functionalities to better assist your internal users.

Training for billing managers

Explore billing options and settings to configure environments and invoice reports.

Let’s talk about your skill development

Experience it yourself, see the difference