Pareto Platform

The Pareto Platform powered by Microsoft Dynamics CRM is a SaaS-based CRM solution designed exclusively for financial advisors. It is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates. It also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept. Every action an advisory team needs to competitor proof clients, uncover hidden assets, attract a higher quality and quantity of referrals while running a more productive and efficient business can be brought to life using the Pareto Platform.

And Pareto Platform provides you and your team with unlimited tech support. You are never left to your own devices. You don't have to be a software expert.