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XLR8 CRM for Financial Advisors

$75 USD per user per month $75.00 per month per user INCLUDES Salesforce Force.com Enterprise license and XLR8. If other Salesforce license requirements apply, XLR8 is offered as ISV Application/Overlay for $35 per month per user.

Rating

(13)

Listed On

12/16/2010

Latest Release

10/27/2016

CATEGORIES

Sales
Customized Solution for Financial Advisors

The Financial Services Industry needs a powerful CRM to support and enhance their business.####XLR8 is the most robust overlay and improves every aspect of the client relationship process, resulting in increased efficiency and improved communication!

  • 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: many available, Document Storage Systems (Worldox, 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

Highlights

  • Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 44
  • Custom Applications: 1
  • Custom Tabs: 31

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support For any topics not covered in the Start-up Page or FAQ's, our clients may open up a Case request online. A member of the Concenter Services XLR8 team will promptly respond to your Case.

Additional Information

Package Name
XLR8
Version
XLR8 V6.27 / 6.27.0
First Release
12/16/2010
Latest Release
10/28/2016
Languages

Customization Guides

Concenter Services, LLC
Dallas, TX 75001
Founded
2009
Phone
(877) 513-3862

Concenter Services provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that want to create a competitive advantage through technology. Providing your firm with the advantages of efficient technology is Concenter's primary focus and our benchmark for success. Concenter takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect; not only by having great expertise, but sharing it generously and applying it effectively.

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