Seeing is Believing.

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 acti

Undisclosed
$150 - $199 / hr
10 - 49
Founded 2003
Kelowna, Canada
headquarters
  • #101 – 1593 Sutherland Avenue
    Kelowna, BC V1Y 5Y7
    Canada

Focus

Service lines
70%
20%
10%
CRM Consulting and SI
ERP Consulting and SI
Other IT Consulting and SI
Industry focus
30%
30%
20%
20%
Financial services
Information technology
Business services
CRM Solutions
50%
20%
10%
10%
10%
ERP Solutions
50%
20%
10%
10%
10%

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