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.
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