XLR8 recognizes that the best approach to delivering a CRM system is to leverage a state-of-the-art toolkit to configure content rather than building the entire application from the ground up.
join the ranks of companies such as Merrill Lynch, Accenture, and DowJones Newswire in the adoption of Salesforce.com.
build your CRM on a proven platform - Product Awards.
is SaaS right for you?
the SaaS (hosted) software model offers many advantages over traditional "in-house" solutions. Click here for a general review and comparison of hosted and in-house software solutions
advisory application "why?"
a consolidated view of contacts, relationships, documents, activities, calendar
and history
comprehensive subject content including financial accounts, estate planning,
insurance, tax, gifting, goals and much more
produce client and compliance reports
manage task assignments across the firm
create and manage workflow processes and enable your firm to reach higher levels
of efficiency and client satisfaction
strategic technology "why?"
powered by the world leader in on-demand CRM - Salesforce.com
join over 720,000 users of the core toolkit
simple interface maximizes user adoption
rapid point-and-click customization and configuration
content contributions from leading financial advisory firms
no software, maintenance fees or servers
access to a public application exchange containing over 400 modules
and including integrations to packages such as:
Quickbooks
Business Objects
TimeKeeper
integration with your choice of document management, portfolio, accounting
and financial planning tools
professional services for conversion, training and support via
Moulton Strategic Partners, Inc. - offering an "accountable conversion"
simple, secure remote access for your firm and your clients
contact us
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