Pareto Platform CRM is customized for Financial Advisors based on the powerful and easy to use Microsoft Dynamics CRM interface.
Pareto Platform CRM has integrated best practices for Financial Advisors including: virtual coaching, marketing automation, client service, and business development.
With Pareto Platform CRM you are never left to your own devices. We provide unlimited support, free online training with free data import and conversion from your existing contact manager.
Join David Miller, co-author of the best-selling book "Breakthrough Business Development", as he and Stewart Vanderheide conduct a free webinar May 28th outlining how CRM can improve a financial advisor's business. More details and registration.
Pareto Platform is cloud-based Microsoft Dynamics CRM software customized exclusively for financial advisors, investment advisors and financial planners. After years of successfully consulting financial advisors on building trusting relationships with their best clients it was easy to conclude that most investment advisor CRM software were not adequate for achieving this goal.
We've integrated our actionable best practices and proven virtual coaching process into this unique CRM software solution to assist our clients with generating a steady stream of quality referrals in all market conditions, increasing their efficiency, and providing them with a better quality of business and life.
We provide you and your team with unlimited technical support and in-depth training at no additional cost. You are never left to your own devices and you don't have to be a software expert.
Financial Advisor Tip of the Week
The CRM white paper outlines how a CRM can be enhanced to include practice management, professional development and other essential business building functionality to create an indispensible turnkey utility for financial advisors.
Click to download the CRM White Paper