Webinars

Increase your knowledge and effectiveness

Webinars

We are dedicated to providing you with training resources adapted to your needs that deliver the insights to work smarter. Our live free training webinars last between 30 and 45 minutes and delve into topics that improve your performance. To receive webinar invitations and other training resources, please subscribe to the Croesus training communications.

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Explore our Webinars

The basics

The basics

Croesus for beginners

Quick tips for a better Croesus experience

Filter and sort your data

The Relationships module

Portfolio management

Portfolio management

The Portfolio module

Managing prospective clients and off-book accounts
(Download slides)

Introduction to portfolio modeling
(Download slides)

Reporting

Reporting

Croesus Reports

Search criteria: generate lists for all your needs
(Download slides)

Are you ready for tax season?

TFSAs with no contributions

The power of advanced search criteria

How to use default indices

Add a document and a table of contents to your report package

Assign personalized report packages to your clients

Client communication

Client communication

Create labels with Croesus and Microsoft Word

Personalized letters with report packages
(Download the companion guide)

Get ready for your Holiday communications

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