As part of the new partnership Xeye and Pareto Systems will co-market a new offering to be known as XeyePLUS - powered by Pareto Systems. The new product will incorporate Xeyeâs extensive wealth management functionality and enterprise data integration capabilities with the practice management, business development and action plans offered by Pareto Systems.
"We are very excited about our new offering and extensive partnership with Pareto Systems," said Craig OâNeill, CEO of Xeye. "This will allow us to extend our services to the next level and bring tremendous value and revenue creation tools to our end users. The initial feedback weâve had from existing clients has been very positive."
According to Duncan MacPherson, Co-CEO of Pareto Systems, "A strategic partnership with Xeye is a perfect fit for us. They are a proven leader in the technology arena of the wealth management industry and the caliber of their clientele proves that. Integrating Xeyeâs WealthManager platform with our Pareto Platform creates the first fully compliant, turnkey dashboard with the complete functionality an advisor needs to take his or her business to the next level."