About Pareto Platform IT Services company in Kelowna, Canada
The Pareto Platform powered by Microsoft Dynamics CRM is a SaaS-based CRM solution designed exclusively for financial advisors. It is a customized client relationship manager integrated with a complete suite of compliant practice management and business d
It 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 m