Its deal with Cadaret, Grant to customize its existing CRM software was the first of its kind for the nearly six-year-old firm Pareto Systems, says co-founder Duncan MacPherson. Most of its more than 5,000 users had come from advisors at much bigger corporate outfits.
MacPherson says his software is a philosophy–a way to connect with a client rather than a list of boxes to check. “Most CRM puts a huge emphasis on functionality that’s not relevant to the advisor,” says MacPherson. “You hear people say CRM fits neatly on a dashboard. We wanted to help advisors keep and attract great clients.”