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XLR8 CRM for Financial Advisors

Customized Solution for Financial Advisors

Overview

To request a demo or a free trial, visit our website at www.XLR8CRM.com XLR8 is the most robust overlay and improves every aspect of the client relationship process, resulting in increased efficiency and improved communication!

See How XLR8 CRM for Financial Advisors Works

CRM overlay designed specifically for Financial Services allowing users to build account information under a single record. All financial, contact, activity, community and business processes related to the account can be viewed from a single location!
Facilitates the management of household wealth including contact data, relationships, assets and liabilities, estate planning and gifting, insurance, income tax, family office reporting and client goals.
Process engine incorporated to document repeatable firm processes to ensure consistency for all clients, and communication of progress through email and assigned tasks.

Why XLR8? -Simple, easy to use interface allows you to be quickly up and running with the most advanced overlay for Financial Services -Secure access to XLR8 from any computer or mobile device with internet access -Customizable interface allows firm to tailor XLR8 to their specific needs -“Entity” concept for Households, Companies, and Trusts allows firms to separate information where applicable -Process engine included allows management of recurring tasks/projects through custom templates PROFESSIONAL SERVICES available: -Customizing: modify XLR8 and/or Salesforce -Data migration: import your existing data from current source (e.g. Junxure, ACT!, Redtail, Protracker, GoldMine, Outlook, Excel or any Salesforce application). -Integrations: Document Storage Systems (NetDocuments plus many others); Portfolio Management Systems (e.g. Black Diamond, Orion, Portfolio Center, etc); Financial Planning Systems (MoneyGuidePro, emoney), and the community of products on the AppExchange. -Certified Salesforce Consultant: Concenter Services's experienced team is available to help each firm maximize XLR8 by providing training, customization, and consulting -Ongoing Support