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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

XLR8/Concenter Services

Profile

XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry. As a Salesforce Partner since 2010, we have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners. Our dedicated consulting team can execute full transition services and ongoing consulting services that include data migration, training, customizations, and integration setup. By combining both the product/licensing side of XLR8 and Salesforce with the project/consulting team of Concenter Services, XLR8 firms are afforded an ongoing partnership that is unmatched.