Advisor Software (ASI), a provider of wealth management solutions for the financial advisor market, has 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, the world’s leading 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.
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"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."
ASI’s goalgamiPro is a web-based financial planning application that enables advisors to create and maintain multiple household balance sheets for clients, providing an effective and efficient way to help clients prioritize and determine the feasibility and affordability of their financial goals. XLR8, the flagship product offered by Concenter Services, customizes the Salesforce Platform specifically for use by financial advisers and wealth managers. The application compiles all financial data, contact information, activity, communication and business processes related to each individual wealth management client’s account in a single location. As a result of the integration of these products, RIAs can use the XLR8 and goalgamiPro applications together via the Salesforce Platform to efficiently and securely manage their client relationships.
"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."
Both goalgamiPro and XLR8 are available through the Salesforce AppExchange. The fee for goalgamiPro is $50 per user per month. XLR8 is $75 per user per month (including the Salesforce force.com enterprise license).
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