Partner — Pareto Platform

Microsoft Dynamics CRM paired with Automated Data Feeds Powered by Blueleaf


Pareto Platform

Pareto Platform is cloud-based Microsoft Dynamics CRM software customized exclusively for financial advisors, investment advisors and financial planners. After years of successfully consulting financial advisors on building trusting relationships with their best clients it was easy to conclude that most investment advisor CRM software were not adequate for achieving this goal.

We’ve integrated our actionable best practices and proven virtual coaching process into this unique CRM software solution to assist our clients with generating a steady stream of quality referrals in all market conditions, increasing their efficiency, and providing them with a better quality of business and life.

We provide you and your team with unlimited technical support and in-depth training at no additional cost. Our free subscriber on-boarding process includes the initial import of data from your previous CRM or database. You are never left to your own devices and you don’t have to be a software expert.

To learn more about Pareto Platform, please visit: