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  • 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

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 Dashboard
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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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
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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
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