Customer & Sales

Pareto Platform Claim

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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

API Support

Yes - API Available

Is it cloud based?


Technical Support

Phone Support, Email Support


Yearly Payment, Monthly payment

Multi Language Support


Desktop OS Support

Windows, Macintosh

Mobile Platform

IOS, Android

Mobile Support


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