Pareto Platform and Microsoft Dynamics CRM
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 of actionable practice management and business development solutions within the Microsoft Dynamics CRM we will have the most all encompassing, functional, stable and secure dashboard available to financial advisors.”
The Pareto Platform development team is working together with Microsoft to introduce the first phase of this new solution in March. Current subscribers of the Pareto Platform can choose to either continue with their existing system or consider upgrading.
“An advisor striving to take his or her business to the next level in terms of efficiency, productivity and client satisfaction will find this solution to be indispensible,” said David Miller, Co-CEO of Pareto Platform. “Our current platform subscribers who choose to upgrade to this new Microsoft based solution will receive full transitional support from our service team.”
Look for updates as we approach the launch this spring!