News : Advisor Software, Inc. And Concenter Services Collaborate
WALNUT CREEK, Calif., Dec. 10, 2013 -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announces that they have collaborated with Concenter Services to integrate their XLR8 app with ASI's recently launched goalgamiPro app, both available through the Salesforce AppExchange. Registered investment advisors (RIAs) can now use the customized Salesforce Platform, a cloud platform for social and mobile business apps, to seamlessly aggregate and analyze their CRM data in conjunction with their clients' financial planning information from goalgamiPro.
"With the integration of goalgamiPro and XLR8, advisors gain a 360 degree view of their clients' financial standing and future goals," said Neal Ringquist, President and Chief Operating Officer of ASI. "Between the depth and breadth of data that our two applications provide, and the analysis tools available through Salesforce, our partnership with Concenter Services provides a significant increase in value for advisors."
"As the first financial planning application for RIAs available on the Salesforce AppExchange, goalgamiPro is a natural fit for advisors who use XLR8 for their CRM," said Mary Ferguson, President of Concenter Services. "The ability to manage client data seamlessly on a single platform, where it is simple to analyze and export as well as being accessible to the back office, is a key advantage for RIAs. We're very pleased to be partnering with Advisor Software, Inc. to bring these enhancements to our current and future clients."
Posted by Veronica Silva Cusi, news correspondent
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About Concenter Services:
Concenter Services offers XLR8, the most comprehensive and customizable CRM application designed for Financial Advisors and Wealth Managers available on the Salesforce.com platform. As a Salesforce.com OEM partner, the company can bundle XLR8 with a Salesforce force.com enterprise license as a single solution, providing affordability and convenience to clients. The company is also a Salesforce.com Certified Consulting Partner, and offers full transition projects conducted by their in-house experts on all things related to Salesforce.
Published: Wednesday, December 11, 2013