Pareto Systems to Launch paretoplatform.
"The paretoplatform is going to break new ground in the industry and we are excited to get it in the hands of those people that will benefit most from it," said Duncan MacPherson, co-founder and co-CEO of Pareto Systems. "This is the most functional client-relationship management program available and we've combined that with our already time-tested practice management solutions. It's a great partnering."
The paretoplatform is fully embedded with Pareto System's practice management content, including their full array of client procedures, scripting and templates. In addition, paretoplatform is Internet-based - there is no software involved. To demonstrate the versatility of paretoplatform, some Pareto System clients will have the option to use only the business development section of paretoplatform (BD) to accelerate their progress while others will embrace the full BDRM capabilities. This includes not only the business development, but also the client relationship-management tools.
Designed for financial advisors and wholesalers, Pareto Systems plans on introducing paretoplatform to their existing client base and then branching out into the general financial marketplace. The official launch will take place as a result of the successful beta testing program, which was recently completed with over twenty group participants.
"Everyone who took part in the testing found the paretoplatform to be a great refocusing point as to where their business can benefit and prosper," MacPherson said. "Not only is it making things easier, but it's helping to do it more efficiently than anything else available in the market today. We've definitely accomplished the goals we set for the system."
Pareto Systems, headquartered in Ottawa, Canada, is a consulting firm that offers business development, practice management and relationship management solutions to the Financial Services Industry, including corporations, investment management companies, individual advisors and wholesalers, as well as regional and wirehouse broker/dealers. Pareto Systems' name was inspired by the core 80/20 philosophy of economist Vilfredo Pareto, and was founded in the year 2000. The Pareto Systems philosophy is rooted in helping transform the manner in which financial professionals conduct themselves and their businesses through the creation of positive and structured business relationships based on trust.
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|Date:||Jun 21, 2004|
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