XLR8 CRM for Financial Advisors
By Concenter Services, LLCSales
- Rating
- 5.0
- Reviews
- 37
- Pricing
- Paid
- From $80 per user per month
- Listed since
- 2010
About XLR8 CRM for Financial Advisors
Customized Solution for Financial Advisors
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
Highlights
- 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.
Screenshots
Image 1 of 6
Pricing
Paid, from $80 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $80 per user | Monthly |
$80.00 per month per user INCLUDES Salesforce Force.com Enterprise platform license with XLR8. If other Salesforce license requirements apply, XLR8 is offered as ISV Application/Overlay for $50 per month per user.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Platform Cloud
- Requires
- Sales Cloud
- Platform Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 20, 2025
- Industries
- Financial Services
- Languages
- English
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