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

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 enterprise license), according to the release.



This Website Is For Financial Professionals Only