Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

Tuesday, December 10, 2013 14:04
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Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

Tags: CRM | financial planning | Financial Planning Apps | Integrations

Advisor Software, a provider of goalgamiPro wealth management software, has integrated with XLR8, a CRM app built on Saleforce that is customized to suit an RIA's needs.

 

Both apps are available through the Salesforce AppExchange. RIAs can now use  XLR8's customized Salesforce platform, to aggregate and analyze a client's CRM data with financial planning information from goalgamiPro.

 

Advisor Software was founded in 1995 by Andrew Rudd. In 1984, Rudd had co-founded Barra, Inc., and ran that firm for 15 years. In 2004, Barra was acquired by Morgan Stanley Capital International and renamed MSCI Barra.

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In addition to providing wealth management apps to RIAs, independent broker-dealers, and other institutions, Advisor Software, provides investment reporting and other financial apps to major online brokers.

 

 

XLR8 was founded by Kim Moulton, an operations consuiltant and programmer, and she sold it several years ago to Concenter Services.  

 

"ASI's goalgamiPro is a web-based financial planning application that enables advisors to create and maintain multiple household balance sheets for clients," according to a press release

 

The release says ASI's goalgamiPro is on the Salesforce AppEcchange, which indicates that any advisory firm using Salesforce should be able to integrate goalgamiPro data with Salesforce--even those not using XLR8. 

 

The fee for goalgamiPro is $50 per user per month. XLR8 is $75 per user per month (including the Salesforce force.com enterprise license), according to the release.

 

 

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