Pareto Platform has introduced based CRM solution designed exclusively for financial advisors.

The Pareto Platform Powered by Microsoft Dynamics CRM is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates.

The “software as a service” based CRM solution also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept that relate directly to running a better practice.

“The strength of the Microsoft chassis along with the insights we have made over the years in terms of what functionality an advisor actually needs within a CRM will ensure this is a best of breed solution,” says Duncan MacPherson, co-founder and co-CEO of Kelowna, B.C.-based Pareto Platform.

Pareto says the CRM solution has a process that enables an advisor to build and strengthen client trust and chemistry by capturing and chronicling client information as their relationships unfold. By having a clear understanding of their family, occupation, recreational interests and their money, as well as having a simple and easy place to document and access all this information, advisors can make themselves indispensible to their clients.

“A financial advisor needs to be accountable to their client’s goals and objectives — not just their rates of return, and have a complete history of every activity that the advisor and his or her staff have ever engaged in with the client,” adds David Miller, co-founder and co-CEO of Pareto Platform.

“This will not only keep compliance happy but it allows the advisor the ultimate in communication consistency as client relationships evolve.”

The solution is built on Microsoft Dynamics CRM chassis, which ensures integration with Microsoft Office software, and easily synchronizes with Windows phones, Blackberry or other mobile device.

Pareto will also offer enterprise solutions and an on-premise model for wealth management firms that want to make this system available to their advisors to enhance productivity.

IE