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Advisor Software, Inc. and Concenter Services Integrate CRM and Financial Planning for Financial Advisors

Submitted by Technology Tools for Today on December 16th, 2013

goalgamiPro® and XLR8 applications deliver enhanced data capabilities to RIAs via the Salesforce AppExchange

Advisor Software, Inc. (“ASI”), a provider of wealth management solutions for the financial advisor market, announced today 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, 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.

“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).

For more information, please contact Dana Taormina at dtaormina@jcprinc.com.

About Advisor Software, Inc.

Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. ASI’s solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com.

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: data migration, training, customizations, design, ongoing support, and other Salesforce AppExchange products such as ProcessEZ, XLR8-UK, XLR8-AU, and NetDocuments.  XLR8 projects typically involve other third party integrations and applications, and the Concenter Services team is available to assist and guide you through the process.  For more information, please visit: www.ConcenterServices.com or email info@ConcenterServices.com

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