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Pareto Platform powered by Microsoft Dynamics CRM (0 Reviews)

Online Application by: Pareto Platform Inc.

Fully Customized CRM Pareto Platform is a cloud-based CRM (Client Relationship Management) solution designed exclusively for financial advisors. After years of successfully consulting financial advisors...

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Release Date: 15/07/2011

Version: 2.0

Application Details

AMCoach (0 Reviews): Online Application by: IsaiX; AMCoach, our Performance Management software, allows organizations to configure the application with their own skills, competencies or any other performance management system and will help management keep...; Application Details

Global Corporate Manager (0 Reviews): Online Application & On-premises Application by: Computershare Governance Services; Global Corporate Manager is a legal entity governance and compliance solution. It helps large enterprises better manage their legal entities, the management relationships, ownership records, key...; Application Details

Regulatory and Compliance Management Solution (0 Reviews): On-Premises and/or Online Application by: Point Alliance Inc.; The system supports the feature of permitting regulatory briefs to be easily downloaded and formatted for import into the solution. A schedule of review cycles is created and managed, annually, semi...; Release Date: 01/01/2010; Version: 2.2; Application Details

WealthServ Investments (0 Reviews): Online Application by: BlueSun Inc.; WealthServ Investments is a complete software solution for Mutual Fund Dealers in Canada. This web-based system helps simplify back office operations and keep brokers and regulators happy through quick,...; Application Details

WealthServ RepVision (0 Reviews): Online Application by: BlueSun Inc.; WealthServ RepVision provides Reps the tools they need to know more about their clients, do more business with them and grow their portfolio. RepVision is a progressive web portal that doesn’t change the...; Application Details

Xpertdoc Content Auditor (0 Reviews): On-premises Application by: Xpertdoc; Xpertdoc is a leading provider of document output solutions. Xpertdoc's product suite helps corporate users to streamline the process of document production while increasing productivity, speed and...; Application Details

AutoTag - Ad hoc Reporting, Business Intelligence (0 Reviews): On-premises Application by: Windward Studios, Inc.; The AutoTag Business Intelligence tool gives you access to ad-hoc reporting and drill down capabilities in a matter of minutes rather than weeks. There are no costly consultants, and it's all done in the...; Application Details

Budget Management Centre (BMC) (0 Reviews): Online Application by: CAMMS; BMC empowers organisations to fully integrate their budgeting process with their planning and performance management reporting framework. Many organisations develop their budgeting as a separate process...; Release Date: 29/03/2012; Version: 1.0.1; Application Details

CORIC (0 Reviews): On-Premises and/or Online Application by: Equipos Ltd; Coric is a feature-rich software suite that manages the entire end-to-end client communications and client reporting process. Features include: - effective data sourcing and manipulation - automation of...; Release Date: 23/12/2011; Version: 9.0; Application Details

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Showing 1-10 of 27 Results Worldwide