03.23.2010
COMPANY
ANNOUNCEMENT!!!
Concenter Services has purchased assets of Moulton Strategic Partners including
XLR8, a dynamic, customizable CRM designed for Financial Advisors and Wealth
Management professionals.
The team at Concenter Services is dedicated to
providing unparalleled service to ensure that you can provide even more value to
your clients.
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...from expensive software purchases and license renewal fees...from having to be at the office to access your CRM system...from dependence on developers to configure your system the way you want it. more
...of implementation and ease of use. These are the benefits of ASP-based software. XLR8 is easy to use, quick to configure, and has intuitive navigation and language. more
 enable consistent client service, no matter who delivers it
empower your office with simpleintegration: Outlook, PDA's,
portfolio management, financial planning, etc.
share calendars, manage workflow and improve firm efficiency. Experience a CRM that adapts to the way you do business, not the other way around.
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appealing look-and-feel and strong usability minimizes learning curve and maximizes adoption
no software to buy, no need for a server. Wherever an internet connection exists, XLR8 is available.
comprehensive modules including financial accounts, insurance, estate planning, goals and more
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