
The Pareto Platform, powered by Microsoft Dynamics CRM, is a SaaS-based customer relationship management solution specifically tailored for financial advisors. This customized client management tool is integrated with a comprehensive suite of compliant practice management and business development re
50-99
Avg Hourly Rate
10-49
Employees
Kelowna, British Columbia, Ca
“Pareto Platform is a Microsoft Dynamics CRM-powered SaaS solution for financial advisors, offering integrated practice management, coaching modules, and support to enhance client retention, referrals, and productivity.”













