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 Internation
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