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Thursday July 29, 2010

Press Releases

New CRM for Financial Services Professionals

Wednesday, June 2nd, 2010

Contact:  Shannon Hull
Pareto Platform
Phone: 800-215-3294
Email: shull@paretoplatform.com
www.paretoplatform.com
For Immediate Release

Kelowna, British Columbia (June 1, 2010)  - Pareto Platform today introduced the Pareto Platform powered by Microsoft Dynamics CRM, a SaaS (Software as a Service) based CRM solution designed exclusively for financial advisors.
“In today’s environment, organizations need to be equipped with the right technologies to help them succeed,” said Brad [...]

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Pareto Platform and Microsoft Dynamics CRM

Wednesday, February 3rd, 2010

Kelowna, BC February 1, 2010
Pareto Platform is pleased to announce that we are teaming up with Microsoft to create a best of breed Client Relationship Management (CRM) system for the wealth management sector.
“This new solution will be a game changer,” said Duncan MacPherson, Co-CEO of Pareto Platform. “By integrating our full suite [...]

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Pareto Systems Creates Lifeline for Financial Advisors

Monday, April 20th, 2009

For Immediate Release
March 1, 2009
Pareto Systems Creates Lifeline for Financial Advisors
British Columbia, Canada. In response to the current harsh climate where many Financial Advisors are struggling to maintain their practice, Pareto Systems has launched a short-term intensive coaching program that addresses the most vital aspects of a Financial Advisor’s client relationships. Pareto Systems is so [...]

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Athletes Against Autism

Thursday, June 12th, 2008

Athletes Against Autism
May 2008

FOR IMMEDIATE RELEASE
PRO ATHLETES HELP DRIVE AUTISM CLOSER TO A CURE AT THE INAUGURAL CANADA ATHLETES AGAINST AUTISM GOLF TOURNAMENT AUGUST 10 - 11
Current & Former NHL Stars including Olie Kolzig, Scott Mellanby, Byron DaFoe, Mike Vernon, Chuck Kobasew and Todd Simpson are Among Those Expected to Tee Off in Support [...]

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Breakthrough Business Development

Thursday, June 12th, 2008

Media Release
September 2007
For Immediate Delivery
Plan your success with 90 days and four steps to attract clients and increase your business income

Breakthrough Business Development: A 90-Day Plan to Build Your Client Base and Take Your Business to the Next Level By Duncan MacPherson and David Miller
We’ve all heard the maxim: 80 percent of business comes from [...]

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