We offer one simple monthly plan that includes…
- Online Training Resources and Webinars
- Integrated Best Practices
- Virtual Coaching Program
- Mobile Access
- 500 MB SharePoint Storage
* Reduce your cost by taking advantage of our referral program.
** SharePoint Storage plans available for additional storage beyond 500MB.
*** Enterprise solutions and on-premise solutions are also available. Please call 1-877-677-4585 for more details.
When comparing CRMs, be sure to consider the following:
- Is the CRM customized to the unique needs of financial advisors?
- Does the software use a familiar easy to use interface?
- Is there a free mobile app?
- Is the CRM based on an industry standard framework like Microsoft Dynamics or a riskier proprietary system?
We’re confident that Pareto Platform CRM is the best value for financial advisors.
“The ROI from new business that will result from a CRM – never mind the implementation of financial advisor best practices and virtual coaching – makes this a no-brainer.”
NEXT STEP: Try Pareto, sign up for a monthly subscription.