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News : AppCrown Announces Collaboration with Pareto Platform CRM
New York, NY, Oct 22, 2014 -- AppCrown and Pareto Platform CRM have teamed to create a single best practices solution for each financial advisory firm. This is meant to help further the dramatic need for integration between technology and practice management.
Wealth Plus, the advisor desktop solution and industry engine for wealth management firms seeking to bring their legacy systems, 3rd party software and CRM into a single cloud based platform, will now see to include Pareto Platform’s renown knowledge, practice management and coaching offerings for large institutionally sized RIAs, broker dealers and bank wealth management firms.
In this collaboration, financial advisors and wealth management firms using Salesforce.com will be able to enhance their workflow process by combining the best practices and practice management insights from Pareto with Wealth Plus functionality and tools that automate and help advisors segment their clients and overall relationships.
Posted by Veronica Silva Cusi, news correspondent
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About Pareto Systems Coaching:
Pareto Systems is an industry leading practice management and client acquisition consulting firm that enables financial professionals to consistently attract and keep great clients while running a more profitable business. We have developed and refined applications that plug into CRM technology and create measurable and sustainable results.
Published: Monday, October 27, 2014