XLR8

Financial Advisors now have a customizable and easy-to-use CRM to support and enhance their business. XLR8 is a powerful tool that improves every aspect of the client relationship process, resulting in increased efficiency and communication. XLR8 is also cloud-based which allows every firm, no matter the size, to aggressively compete and service their clients.

XLR8 is a highly customized configuration of the Salesforce CRM. It was created and enhanced based upon years of working with financial advisory firms and takes full advantage of best practices across the industry. In addition, a process engine has been incorporated to document, manage, and track all processes in place for your clients.
XLR8 is architected to build key account information and relationships under a single record. All financial, contact, activity, communication and business processes related to the account can be seen from a single location!

XLR8 is priced at $75/user/month. This price includes XLR8 and the Salesforce Force.com Enterprise license.

Once XLR8 is installed, Concenter Services' Professional Services team can continue to customize XLR8 for your firm. You may add or remove fields and incorporate your business processes within the system. At the end of the project, XLR8 will be your company’s CRM and no one else will have a CRM like yours. The goal of using XLR8 is to support and enhance your firm’s competitive advantage.