New York, NY and Kelowna, BC, Canada (PRWEB) November 05, 2013
Pareto Systems, a leading provider of practice management and client relationship management information for Independent Financial Advisors (IFAs), and FA today, Inc., the exclusive digital media platform with a membership of validated IFAs only, today announced a strategic partnership to provide information to advisors focused on their specific interests.
"As a company that assists professionals in building their practices, we think that FA today has taken the right approach by building a private site for IFAs where IFAs can freely communicate with each other. FA today’s unique profiling capabilities let us find IFAs who are interested in the information and services that we offer," said Duncan MacPherson, Co-CEO and Co-Founder of Pareto Systems.
Leveraging a combination of intelligent filtering, behavioral modeling, and content curation by active and knowledgeable members, FAtoday.com tailors the content provided by its media partners to the interests of each IFA. FA today provides an exclusive digital platform for IFAs. Only IFAs whose credentials have been validated are eligible for membership.
Leveraging proprietary technology, FA today dynamically delivers the focused resources, practice management, education, industry-specific news, and data to the IFAs from Pareto Systems and other media partners. FAtoday.com continuously refines this model to deliver only the most relevant information, ensuring that vital resources are not lost because of information overload.
“Pareto Systems not only is a leader in business development consulting, but they also share what they have learned. By narrowing the wide variety of information that Pareto offers to the tips most relevant to each FA today member, our partnership delivers real value to FA today members," said Jason Bishara, president of FA today, Inc.
About Pareto Systems
Pareto Systems is a leading consulting firm that provides proven business development and practice management consulting services, and speaking services, to financial professionals and wealth management firms. Found out more at: paretosystems.com.
About FA today
FA today is an exclusive community only for independent financial advisors (IFAs) whose credentials have been validated, based on broker registration records. Content and resources are tailored to each member's practice to present the most relevant news, articles, blogs and services all in one place. At the same time, by crowdsourcing across its membership, FA today provides the economy of scale needed to compete with the largest firms for access to data and financial products. Customization and validation are seamless because they are based on a lookup of the member CRD broker registration number. IFAs can build their own communities of like-minded advisors regardless of physical location to share best practices and grow professionally.
FA today was founded in April 2013 by a team of senior executives with extensive experience in Wealth Management, Technology, Online Media, and Platform design.
Independent Financial Advisors can register at FAtoday.com.