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Pareto Platform

Technology, Information and Internet

Specialities :
Customer relationship management
Practice management
Efficiencies
And automated work processes
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Pareto Platform

What does Pareto platform do?+

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 development tools and templates. 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 module/concept. Every action an advisory team needs to competitor proof clients, uncover hidden assets, attract a higher quality and quantity of referrals while running...

What are Pareto platform's specialties? +

Customer relationship management,practice management,efficiencies,and automated work processes

What is Pareto platform's industry? +

Pareto platform operates in the Technology, information and internet industry.

What is Pareto platform's revenue? +

Pareto platform's revenue is 11m - 100m

What is Pareto platform's company size? +

Pareto platform has 11 - 50 employees.

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