Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service levels. This is the only industry we work in and all of our attention goes to XLR8 and constantly enhancing the experience for new and existing clients. Our Training program is vastly superior to any other on the market, and we truly maintain an ongoing relationship with our clients. While XLR8 is managed at the firm level, we ensure communication around Salesforce releases, XLR8 releases, as well as integration opportunities and refresher training sessions. We offer the perfect blend of product, service, and ongoing relationship.
XLR8 is the affordable Salesforce platform solution specifically designed for Financial Advisory and Wealth Management firms. While many firms utilize XLR8 “out of the box”, full customization is possible for those looking to add features and functionality specific to their business model. Integrations exist for most of the key players in the industry for Portfolio Management, Financial Planning, Email, Document Management, and more.
Our team handles the implementation including: data migration, integrations, customizations, and user training. In addition, we are partnered with all XLR8 users through ongoing webinars, newsletters, communications, releases, enhancements, and support. With the highest Customer Satisfaction rating in the industry, our reputation is that of a partner who is there to answer questions, provide guidance on customizations, or perform additional project work, if requested.
The licensing cost for XLR8 is $75 per user per month, and this covers the cost of both XLR8 and the Salesforce license, as well as ongoing basic support and the above-mentioned benefits of being an XLR8 client. For the implementation project, we hold a Statement of Work meeting at no cost to you, discuss your business, gather requirements and provide a project plan, estimate of costs, and timeline, so that you have full information prior to making a decision.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.