AppCrown and Pareto Platform CRM have teamed up to create a single best practices solution for each financial advisory firm.
This is meant to help further the 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, third party software and CRM into a single cloud based platform, will now 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.
“Advisors need more, they need best ideas, practice management solutions and industry relevant workflows to help them succeed. CRM and integration is not enough, the business side is equally important,” says Franklin Tsung, chief operating officer/executive vice president corporate sales at AppCrown. “This is why we have reached out to Pareto Systems, and are greatly appreciative and humbled by their openness to partner and collaborate on an enhanced Salesforce based offering.” The joint solution will be available to customers by mid-November.
"Consistent client acquisition, predictable practice management deployment and professional branding can all be achieved with this collaborative CRM Solution," says Duncan MacPherson, CEO of Pareto Systems. "By partnering with App Crown, The Pareto Academy Learning Management System enables financial professionals to strengthen their relationships exactly where they manage those relationships – in their Salesforce CRM."
