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- Founded:
- 2000
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Pareto Platform
Pareto Platform
Client Relationship Management Integrated With Easy-to-use Practice Management and Marketing Tools
Exclusive for Financial Advisors
Pareto Platform is a web based CRM (Client Relationship Management) solution designed exclusively for financial advisors.
After years of successfully consulting financial advisors on buildi...ng trusting relationships with their best clients it was easy to conclude that most CRM solutions were not adequate for achieving this goal.
Build Trusting Relationships
At Pareto Platform we integrated standard CRM requirements with our years of experience and proven strategies for a successful financial advisory practice into this unique online solution. Advisors can easily classify their clients. They can create an automated schedule of service for their different classes of clients that ensures that their best clients are never neglected. It is simple and easy to create automated work-flows and filter clients to provide a consistent and congruent experienc
Pareto Platform
Client Relationship Management Integrated With Easy-to-use Practice Management and Marketing Tools
Exclusive for Financial Advisors
Pareto Platform is a web based CRM (Client Relationship Management) solution designed exclusively for financial advisors.
After years of successfully consulting financial advisors on buildi...ng trusting relationships with their best clients it was easy to conclude that most CRM solutions were not adequate for achieving this goal.
Build Trusting Relationships
At Pareto Platform we integrated standard CRM requirements with our years of experience and proven strategies for a successful financial advisory practice into this unique online solution. Advisors can easily classify their clients. They can create an automated schedule of service for their different classes of clients that ensures that their best clients are never neglected. It is simple and easy to create automated work-flows and filter clients to provide a consistent and congruent experienc
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