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:
NEW! Advisor Products Personal Client Portal "To-Do Manager"
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
    
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