XLR8 is the affordable Salesforce platform solution specifically designed for Financial Advisory and Wealth Management firms. While many firms utilize XLR8 “out of the box”, full customization is possible for those looking to add features and functionality specific to their business model. Integrations exist for most of the key players in the industry for Portfolio Management, Financial Planning, Email, Document Management, and more.Our team handles the implementation including: data migration, integrations, customizations, and user training. In addition, we are partnered with all XLR8 users through ongoing webinars, newsletters, communications, releases, enhancements, and support. With the highest Customer Satisfaction rating in the industry, our reputation is that of a partner who is there to answer questions, provide guidance on customizations, or perform additional project work, if requested.The licensing cost for XLR8 is $75 per user per month, and this covers the cost of both XLR8 and the Salesforce license, as well as ongoing basic support and the above-mentioned benefits of being an XLR8 client. For the implementation project, we hold a Statement of Work meeting at no cost to you, discuss your business, gather requirements and provide a project plan, estimate of costs, and timeline, so that you have full information prior to making a decision.