Bringing you live news and features since 2006 

AppCrown collaborates with Pareto Platform CRM

RELATED TOPICS​

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."

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by