XLR8 --- what is XLR8? ---

"Moulton Strategic Partners has been instrumental in helping our firm develop and implement our technology solution. At the core of the solution is XLR8 and Salesforce.com, the leading CRM solution in the industry. MSP’s expertise in customizing salesforce.com and helping us integrate it with other cutting-edge web-based applications has been invaluable."

Christopher N. Brown
Ivy League Financial Advisors

Mallard Advisors says:

"My life has gotten a lot easier thanks to Moulton Strategic Partners, Salesforce.com, and XLR8. I no longer have to deal with the problems of software updates, training, or inflexibility. My CRM software is now totally and easily customizable - either by myself or with the help of MSP. Thank you, Thank you, THANK YOU!"

William D. Starnes
Mallard Advisors, LLC.

what is XLR8? XLR8 is a custom configuration of Salesforce.com's internet based Contact Relationship Management solution. It is specifically designed for financial advisory firms.

why is XLR8 accelerating its market share among advisory firms?

no software to install

no hardware to buy or manage

secure access, anytime, anywhere

integration with existing systems:

portfolio management tools

document management systems

email, MS Exchange, pda's

shared calendaring and tasks

workflow

email & mail merge

presentation quality reports and templates

client self service portal (client vault)

trade record management

rapid development and simple customization

extensive modules: XLR8 is a central repository for client and firm data, communications, scheduling and firm "institutional" memory.

core entity & contact data

financial accounts

securities

insurance policies

estate planning

income tax

use assets

gifting

trusts

other modules that support

your practice

see for yourself.

selecting a CRM that is to be the heart of your organization warrants critical analysis. The following links let you begin to explore the XLR8 modules:

watch screencast

see it in the

AppExchange

(Salesforce.com marketplace)