FinFolio - XLR8

Sync holdings and contact info with your Salesforce CRM

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We have partnered with Salesforce to create XLR8, the ideal CRM for Financial Advisors. XLR8 is the highly customized solution for Financial Services.
 

FinFolio advisors can leverage XLR8 to:

  • integrate with Salesforce for a fraction of the cost
  • view client holdings and securities within Salesforce
  • notes and compliance with limitless add-ons
  • custom Salesforce objects specific to your needs

Let's chat

 

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About FinFolio

FinFolio is the portfolio management software that advisors love to use. Report, bill, trade and host mobile-friendly client portals, all with a single app.

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About XLR8

XLR8 is a Salesforce overlay made for Financial Advisors. With the highest CRM satisfaction rating and a fraction of the cost of Salesforce alone, it's no wonder advisors choose them.

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Top Features

  • preconfigured Salesforce CRM for advisors
  • sync client holdings seamlessly
  • custom Salesforce objects
  • notes and compliance

 
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