Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.