Pareto Platform CRM is cloud-based Microsoft CRM software customized for financial advisors, investment advisors & financial planners. http://crm.paretoplatform.com/feed/ Tue, 09 Jun 2026 06:24:22 +0000 en-US Professional Relationship Development 2026 Pareto Platform. All Rights Reserved http://crm.paretoplatform.com/images/Pareto-Platform-Logo.png http://crm.paretoplatform.com The post IMPORTANT ANNOUNCEMENT regarding the Pareto Platform CRM - After an extensive strategic review, we will be winding down the Pareto Platform CRM as of March 15th, 2021. Please reach out to us to discuss your options and work towards the smoothest transitio appeared first on Financial Advisor CRM | Pareto Platform CRM.

]]> http://crm.paretoplatform.com/contact.html Mon, 28 Sep 2020 00:00:00 http://crm.paretoplatform.com/blog/post/3b671e06-6ec1-4794-bc76-2b5573a39393/ News The post Pareto Systems' Presents 'Foresight From 2020' VIRTUAL e-SUMMIT - How to Finish Strong and Build Momentum for 2021 - Click to watch appeared first on Financial Advisor CRM | Pareto Platform CRM.

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]]> https://www.youtube.com/ParetoSystemsInc/featured Thu, 03 Sep 2020 00:00:00 http://crm.paretoplatform.com/blog/post/b9fa257b-8b47-40e5-a553-098a8258fffe/ Articles The post Visit Pareto CEO Duncan MacPherson's Facebook page where he shares daily actionable tips to take your business to the next level... appeared first on Financial Advisor CRM | Pareto Platform CRM.

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]]> https://www.paretosystems.com/app.html Wed, 29 Jul 2020 00:00:00 http://crm.paretoplatform.com/blog/post/247f9869-0e23-46d9-a49a-30e06dd4eb30/ News The post Click here for a listing of books that are perfect for: * Developing yourself - personally and professionally * Studying your ideal clients so that you can grow up market * Gifts to recognize critical life events and miles appeared first on Financial Advisor CRM | Pareto Platform CRM.

]]> https://paretosystems.com/recommended-reading.html Thu, 02 Jul 2020 00:00:00 http://crm.paretoplatform.com/blog/post/27a65500-b648-4c67-b3a9-84266d30a7d8/ Articles The post Duncan MacPherson - From the Field - At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. Now available on Apple Podcasts and Google Play Music! appeared first on Financial Advisor CRM | Pareto Platform CRM.

]]> https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2 Mon, 20 Apr 2020 00:00:00 http://crm.paretoplatform.com/blog/post/e77e2a89-56d0-487c-942b-64cef3ae56c8/ Articles The post Have you ordered your Thanksgiving Day Cards yet? Visit our friends at LavishCards.com for the highest quality greeting cards that have lasting shelf life. Go to www.lavishcards.com or call them toll-free at 1.888.599.7599 appeared first on Financial Advisor CRM | Pareto Platform CRM.

]]> https://lavishcards.com Mon, 23 Sep 2019 00:00:00 http://crm.paretoplatform.com/blog/post/3601e159-8e51-4506-8382-6980c6c1527e/ Articles The post Webinar Replay: Missed Duncan's recent webinar "How to Finish 2019 with Momentum and Position Yourself for a Tremendous 2020"? Click here to watch replay: https://register.gotowebinar.com/recording/6023203163596347907 appeared first on Financial Advisor CRM | Pareto Platform CRM.

]]> https://register.gotowebinar.com/recording/6023203163596347907 Thu, 05 Sep 2019 00:00:00 http://crm.paretoplatform.com/blog/post/0154a88a-c680-4d80-9213-c57909c28762/ News The post News Dates Added for Fall! Dive deeply into issues facing Financial Professionals today! Attend 'Mastermind' hosted by Duncan MacPherson in amazing Palm Springs, CA. Click to learn more... appeared first on Financial Advisor CRM | Pareto Platform CRM.

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