Pareto Platform
Built on Microsoft Dynamics CRM software, the Pareto Platform uses integration to maximize advisor use of both Microsoft Outlook and Veo. Pareto Platform takes alerts, transactions, client positions and holdings and ties them together to ensure client service needs are met and tracked.
Integration Features
  • Access critical Veo client data such as account demographic information, balances, positions and transaction history
  • View Veo alerts
  • Automatically assign specific tasks to team members in the Team Calendar
  • Tasks are synchronized with Microsoft Outlook and tracked for completion
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