Pareto Platform offers a CRM tool that is built on Microsoft Dynamics. The platform has been built for financial advisers exclusively and a lot of care has been taken in the entire process. The platform has a mobile application which will help the advisers when they are on the go. The platform has been built based on the Microsoft back end and thus there is no need of installation. Pareto platform is comprised of all the best features that are required for an adviser.

Software Suites for?

Small Business, Medium Sized Business, Large Business

Open Source

No

Is it cloud based?

Yes-Cloud

Technical Support

Phone Support, Email Support

Payment

Yearly Payment, Monthly payment

Multi Language Support

Yes

Desktop OS Support

Windows, Macintosh

Mobile Platform

IOS, Android

Mobile Support

Yes

API Support

Yes - API Available

Post New Review

Your email address will not be published. Required fields are marked *

Leave the field below empty!