User:Darrenhennessey/Pareto Platform

Pareto Platform

Founded by David Miller and Duncan MacPherson, the Pareto Platform is an online Relationship Management, or Contact Relationship Management, Suite designed to integrate with The Pareto System. Having been developed by Pareto Systems to help Financial Advisors during, and after, coaching for The Pareto System.

The Pareto Platform has been designed with a core belief that derives from Vilfredo Pareto's 80-20 rule. To help identify that 20% of Clients (Relationships) that contribute 80% of a Business' income, The Pareto Platform has been designed with Automated Processes and Automated Services, which trigger based on criteria and time to create reminders on the Users' Calendar. This helps keep track of Clients' needs and upcoming service calls.

Pareto Systems Integration
Pareto Systems is a leader in the coaching industry for Financial Advisors. Over the past 25+ years, Pareto Systems has helped thousands of Advisors take their businesses to the next level in terms of 3 main areas:
 * Free Time: Advisors have more free time for Recreation or Family, Hobbies, etc.
 * Income: Advisors have increased their income levels significantly
 * Business Stability: Advisors have experienced a significant improvement in the ability to continue to make money in times when others are failing.

Automation
The Pareto Platform contains a robust Calendar System that contains advanced features such as Automated Services and Automated Processes.

Automated Services
Automated Services are trigger based criteria that will provide the User(s) with reminders based on that criteria. Excellent for identifying when clients are due for regular phone calls, meetings, check-ups, etc.

Automated Processes
Automated Processes are event driven chains of activities that are dependant on each other. Excellent for keeping track of a process of activities that needs to take place with a Client or Relationship. An example of this could be a new Client. When a Client is retained, one could initiate an Automated Process to ensure that all activities required for a New Client are completed.

F.O.R.M.
F.O.R.M. is an acronym that stands for Family, Occupation, Recreation, and Money. These 4 items are the basis for knowing a Relationship and knowing how to interact with that Relationship. The Pareto Platform gives a User a robust method of keeping track of information about the Relationship's Family Members, Occupation, Recreational habbits, and Money information such as assets and liabilities.