Pareto Platform Features:

The only CRM designed by Financial Advisors exclusively for Financial Advisors - we understand your needs.

No installation required - access your information anywhere, anytime. Upgrades are free and automatic.

Our Client Support team is available to you and your team free of charge for the lifetime of your subscription.

You are not locked in to a contract. You can cancel your subscription and export your data at any time.

At no additional cost, we help you and your team become efficient Platform Users right away, with friendly 1:1 training over the phone, at a time that works for YOU.

Store limitless Client contact information. Attach documents and create actions related to a specific Client. Unlimited space for notes relating to each Client. You will have a complete history of your relationship with your Client. You have easy access to information that allows you to be informed and create chemistry and credibility.

Automate your regular service schedule for you or the appropriate staff member. None of your regular Client contacts, meetings or service issues will ever be overlooked again.

Planning an event, mail-out or seminar? Generate a report by filtering for specific criteria such as location, occupation, age, recreational interests, family and / or client classification.

View your entire team’s calendars and schedule joint or individual tasks. You can select Day, Week or Month view.

Use our quick e-mail screen or setup e-mail merges with custom templates to single/multiple clients.

Classify Clients based on Assets, Attitude and Advocacy. Free up your time to focus on the Clients that deserve you. By using these classifications to design your Service Matrix and Work Flows.

Upload and link documents to your Client's profiles and save important documents for team collaboration.

In addition to our CRM, our entire consulting curriculum is provided in an easy to use format. Each module includes audio files, step-by-step instructions for easy implementation, as well as all the templates, scripts, articles and white papers required for success.

Enhance the efficiency of your staff by putting Work Flow procedures in place. Your Clients will experience consistent, professional service and will become your loyal advocates.