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:
