Vendor
Concenter Services XLR8
XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry, tailored for Financial Advisors, Wealth Managers, and Financial Planners.
Frisco, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Concenter Services XLR8
XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry, tailored for Financial Advisors, Wealth Managers, and Financial Planners.
Capability matrix
| Capability | Concenter Services XLR8 |
|---|---|
| CRM | ● |
Parent organization
Concenter Services XLR8
Founded
2010
Scale
1 sector presence