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04.27.2009 Financial Advisor Technology Platform Transforms XLR8 CRM System Into Client Communication Tool". get there 04.16.2009 A breakthrough in Advisor-Client Communications with XLR8 integration with Advisor Products Personal Client Portal "To-Do Manager". get there 04.14.2008 Check out the Spotlight in the Investment News article "Taking CRM Online"! get there 10.25.2007 XLR8 and Moulton Strategic Partners highlighted in Financial Advisor Magazine article "Evaluating CRM Choices"! get there


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freedom

...from expensive software purchases and license renewal fees...from having to be at the office to access your CRM system...from dependence on developers to configure your system the way you want it. more

simplicity

...of implementation and ease of use. These are the benefits of ASP-based software. XLR8 is easy to use, quick to configure, and has intuitive navigation and language. more

enable consistent client service,

no matter who delivers it

empower your office with simple

integration: Outlook, PDA's, portfolio management, financial planning, etc.

share calendars, manage workflow and

improve firm efficiency. Experience a CRM that adapts to the way you do business, not the other way around.

user adoption

appealing look-and-feel and strong usability minimizes learning curve and maximizes adoption

infrastructure

no software to buy, no need for a server. Wherever an internet connection exists, XLR8 is available.

scope

comprehensive modules including financial accounts, insurance, estate planning, goals and more

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