Pareto Converts, Re-Launches Financial Advisor Platform on Microsoft Dynamics CRM

April 15 2010

A 10-year-old Canadian financial consulting firm has converted its customized CRM software to the Microsoft Dynamics CRM platform and will be demonstrating it later this month at Convergence.

British Columbia-based Pareto Systems, whose SaaS software is tailored to the specific client needs of financial advisers, expects to officially launch the new Dynamics CRM-based Pareto Platform on May 1.

About Pam Derringer

More about Pam Derringer