Webinars

Increase your knowledge and effectiveness

To better serve you, we are offering free training webinars. Each webinar lasts 30 minutes and is followed by a question period. To receive webinar invitations and other training resources, please subscribe to the Croesus training communications.

Explore our Webinars

The power of advanced search criteria

Drill down into the data and leverage custom views or exported lists to be better organized. View RRSP accounts without contributions or clients holding RRSPs turning 71 years old to prepare for RRIF account openings.

Tips and tricks for quick and easy navigation

Be more efficient and productive! Discover practical ways to navigate Croesus.

Relationships

Take advantage of this powerful and flexible module. Quickly create and manage relationships, generate reports, and export data to MS Word for mailing lists.

The possibilities of the Portfolio module

Manage multiple portfolios, change your asset allocation view, and create detailed proposals for prospective and existing clients.

Take advantage of the Dashboard

Explore what the Dashboard module has to offer with useful suggestions to help you organize your priorities. We cover tips and best practices for actionable items, contact management, task assignment, and more.