Pareto Systems is teaming up with Microsoft to create a best of breed client relationship management (CRM) system for the wealth management sector.

The Pareto Platform development team is working together with Microsoft to introduce the new solution in March 2010.

“This new solution will be a game changer,” says Duncan MacPherson, Co-CEO of the Kelowna-based business consulting firm.

“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.”

Current subscribers can choose to either continue with their existing system or consider upgrading.

“An advisor striving to take his or her business to next level in terms of efficiency, productivity and client satisfaction will find this solution to be indispensible,” says David Miller, Co-CEO.

“Our current platform subscribers who choose upgrade to this new Microsoft based solution will receive full transitional support from our service team,” Miller adds.

Further details on the upgrade will be released as the launch approaches.

Pareto Systems provides business development, practice management and marketing solutions to the financial services and business community through the Pareto Platform, a business development and relationship manager.

IE