Concenter Services offers XLR8, the Salesforce-based customized CRM application designed for Financial Advisors and Wealth Managers. Based in Dallas, Texas, Concenter Services is a Certified Salesforce Consulting Partner and a Salesforce OEM Partner. They also specialize in assisting firms with the transition to XLR8/Salesforce, by offering Data Migration, Customizations, Integrations, Training and Ongoing Support.
Integration Features
  • Once single sign-on is established, you can seamlessly navigate to Veo from XLR8.
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