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  • The Best CRM for Financial Advisors

    Pareto Platform CRM is customized for Financial Advisors based on the powerful and easy to use Microsoft Dynamics CRM interface.

  • Grow Your Business

    Pareto Platform CRM has integrated best practices for Financial Advisors including: virtual coaching, marketing automation, client service, and business development.

  • Unlimited Support

    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.

Financial Advisor CRM Webinar

FREE WEBINAR: Join Duncan MacPherson, co-author of the best-selling book "Breakthrough Business Development", as he and Stewart Vanderheide conduct a 35 minute webinar March 20th, 2014 outlining how CRM can improve a financial advisor's business. More details and registration.



Pareto Academy For Practice Management

Pareto Academy For Practice Management
The Pareto Academy For Practice Management is an on-going coaching resource that provides financial advisors and their team members with proven strategies that are easy to implement – sequentially and predictably. A one-year membership in The Pareto Academy For Practice Management enables you and your entire team to implement strategies developed by the most respected authorities in the financial services sector. Learn more.

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.

Great Support and Training:

We provide you and your team with unlimited technical support and in-depth training at no additional cost. Our free subscriber on-boarding process includes the initial import of data from your previous CRM or database. You are never left to your own devices and you don't have to be a software expert.

What Clients Are Saying: