"With the integration of goalgamiPro and XLR8, advisors gain a 360 degree view of their clients' financial standing and future goals," said
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
Both goalgamiPro and XLR8 are available through the Salesforce AppExchange. The fee for goalgamiPro is
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