Fintech Integration Marketplace

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XLR8 / Concenter Services

XLR8 Concenter Services is a customized Salesforce-based CRM system built for Financial Advisors. It combines what are arguably the best-existing integrations with Charles Schwab, TD Ameritrade, and leading Portfolio Management Systems offering clients the advantages of a cloud-based CRM with the flexibility and power of Salesforce.

XLR8
  • CRM
XLR8

Companies that integrate with XLR8

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

SS&C Advent
Advent | SS&C
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
G Suite
Google Apps / G Suite
G Suite is a suite of cloud computing, productivity and collaboration tools, software and products developed by Google.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
Laserfiche
Laserfiche
Laserfiche is the leading global provider of intelligent content management & business process automation.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
NetDocuments
NetDocuments
NetDocuments has been the leader in cloud-based document management since 1999.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.

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