What Makes Us Different?
| Pareto | Red Tail | Big Contacts | Salesforce | Salesboom | Upswing | GoldMine | ACT | Junxure | Outlook | Maximizer | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Free Trial with Full Support |  |  | | | | | | | | | |
| Live One on One Training | | | | | | | | | | | |
| Free Live Client Support for all issues | | | | | | | | | | | |
| Designed for Financial Advisors | | | | | | | | | | | |
| Practice Management Training Program for Financial Advisors | | | | | | | | | | | |
| Cost per month for 5 Users | $95.00 | $65.00 | $124.75 | $325.00 | $225.00 | $140.00 | N/A | N/A | $212.50 | N/A | N/A |
| Client Classification with Automated Service Matrix | | | | | | | | | | | |
| Automated Business Processes | | | | | | | | | | | |
| Bi-weekly Business Development Updates | | | | | | | | | | | |
| Data upload with Free Support | | | | | | | | | | | |
| Dedicated Fields for Client's Interests | | | | | | | | | | | |
| Dedicated Fields for Occupation information and details | | | | | | | | | | | |
| Dedicated Fields for Client Goals and Objectives | | | | | | | | | | | |
| SEC Compliant History Notes | | | | | | | | | | | |
| Free Mobility | | | | | | | | | | | |
| No contract - you can cancel your subscription any time | | | | | | | | | | | |
| Web based | | | | | | | | | | | |
Pareto Platform also has the standard features most other CRMs have, for example:
- Add Actions related to a Contact
- Add Notes to a Contact
- Add Family Members to a Contact
- Attach documents to specific Contacts
- Filtering Contact information
- Schedule Actions for other Team members
- Modify Action times on the Calendar
- Create Recurring Actions
- Share Calendar views with other Advisors
- Select Day / Week / Month view of Calendar
- Client Classification
- Create letter templates
- Lists of Tasks
- Mark a Task as Complete
- Document Storage
Note: The comparison information presented here represents the current views of Pareto Platform as of January 19, 2009 based on the published prices of the vendors listed above and third-party users. Pareto Platform cannot guarantee the accuracy of any information presented after the date of publication. This comparison webpage is for information only.
