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

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.

The software initially will be available as a service for $95 a month but an on-premise application also is planned, according to co-CEO David Miller, who noted that most of Pareto's business is with U.S. firms.


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