I learned today that Concenter Services, LLC, based here in Dallas/Ft. Worth, has purchased the assets of Moulton Strategic Partners, creator of the XLR8 overlay to Salesforce.
Moulton Strategic Partners was one of the first companies to customize Salesforce, the popular SaaS CRM tool, and offer it to advisors under the XLR8 label.
I haven’t yet found a website for Concenter Services, LLC, but its CEO, Mary Ferguson, maintains a profile on LinkedIn. Click here to view it.
Below is the full text of the announcement from Concenter:
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.
XLR8 was introduced more than 4 years ago and is a successful and well-respected CRM. Concenter Services is committed to making XLR8 the most effective and cutting edge CRM tool on the market, while strengthening our affiliation with Salesforce.com, as well as our current and prospective Business Partners.
Look at our recent XLR8 integrations as well as some exciting upcoming enhancements:
NEW INTEGRATIONS
- Now fully integrated with Finance Logix
- Now fully integrated with Advisor Products’ Personal Clients Portal®
- Plans for even more Financial Planning and Portfolio Management Softwareintegrations!
UPCOMING 2010 ENHANCEMENTS
- XLR8 2010.1 release (2nd quarter) – Numerous enhancements include: new Custom Tabs (Insurance Coverage, Security Records, Suggestions), Entity/Contact and Asset/Liability improvements, new Report Library and Dashboard, and integrated Work Flow
- Improved Pricing structure
- Additional third-party integrations
- Document Management consulting services
- Even more Customizable Features
- More Consulting solutions
Your XLR8 team is here to support you and will strive to deliver products and services that keep you focused on delivering value to your clients.
Mary Ferguson
CEO
