A Customized CRM for Financial Professions1.866.593.8020

About Pareto Platform

Pareto Platform CRM is a cloud-based Microsoft Dynamics CRM solution designed exclusively for financial advisors. After years of successfully consulting financial advisors on building trusting relationships with their best clients, it was easy to conclude that most CRM solutions were not adequate for achieving this goal. We've customized Microsoft Dynamics for the specific needs of financial advisors with integrated best practices based on The Pareto System Consulting Program.

About Pareto Systems

Sister company to Pareto Platform, Pareto Systems is a leading business development consulting firm. We provide proven business development, practice management and marketing solutions to top financial advisors and wholesalers throughout North America through our speakers, consulting services, and Pareto Academy.

The Pareto System Consulting Program positions financial services professionals to:

  • Uncover new assets
  • Build and competitor-proof fiercely loyal advocates
  • Establish a steady stream of qualified referrals
  • Run more efficient and profitable practices
  • Restore liberation and order to their personal lives

To learn more about our 1:1 and corporate consulting programs for Financial Professionals visit: paretosystems.com

Pareto Platform
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