# Pareto Platform

> Seeing is Believing.

- Canonical listing: https://agencysource.com/agencies/pareto-platform
- Location: Kelowna, Canada
- Categories: [Custom Software Development](https://agencysource.com/categories/custom-software-development), [CRM Consulting & Implementation](https://agencysource.com/categories/crm-implementation), [IT Consulting & Managed IT](https://agencysource.com/categories/it-services)
- Services: CRM Consulting and SI, ERP Consulting and SI, Other IT Consulting and SI
- Industries: Financial services, Information technology, Business services, Consumer products & services
- Team size: 10 - 49
- Hourly rate: $150 - $199 / hr
- Minimum project: Undisclosed
- Founded: 2003
- Website: https://crm.paretoplatform.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

The Pareto Platform powered by Microsoft Dynamics CRM is a SaaS-based CRM solution designed exclusively for financial advisors. It is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates. It also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept. Every action an advisory team needs to competitor proof clients, uncover hidden assets, attract a higher quality and quantity of referrals while running a more productive and efficient business can be brought to life using the Pareto Platform.

And Pareto Platform provides you and your team with unlimited tech support. You are never left to your own devices. You don't have to be a software expert.

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Source: Agency Source, https://agencysource.com/agencies/pareto-platform. Ratings and reviews come only from reviews submitted and moderated on Agency Source; agencies cannot pay for rank.