What is Pareto Platform CRM?


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.




What Clients Are Saying:




Seeing is believing...

The best way for you to judge Pareto Platform CRM is to see it in action in your practice. For only $85/month/user you can start realizing the benefits of this CRM today! Please fill out the form below and we will contact you to schedule a convenient time to set up your subscription.

Pareto Calendar

Not sure you are ready to begin using the Pareto Platform; click the links below to learn more about the powerful features in the CRM.

Breakthrough Business Development

Breakthrough Business Development – Actionable Templates, Tools and Scripts

To access the actionable templates, tools and scripts that are referred to in Breakthrough Business Development, visit paretoacademy.com and subscribe to Pareto Academy. The forms and templates will help you create your own personalized business development plan for attracting and keeping valuable clients.

paretoacademy.com