---
title: XLR8 | FinFolio
description: XLR8 integrates with FinFolio for contact and client holdings
---

![](https://www.finfolio.com/hs-fs/hubfs/DMCUyOjn.png?width=162&name=DMCUyOjn.png "DMCUyOjn.png")

# FinFolio - XLR8

Sync holdings and contact info with your Salesforce CRM

![cropped-XLR8_LOGO_FINAL_Color_Med](https://www.finfolio.com/hs-fs/hubfs/cropped-XLR8_LOGO_FINAL_Color_Med.png?width=200&name=cropped-XLR8_LOGO_FINAL_Color_Med.png)

We have partnered with Salesforce to create [XLR8](https://xlr8crm.com/), 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](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/670c9b16-feae-4ed9-a230-2f180dde6bee.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/670c9b16-feae-4ed9-a230-2f180dde6bee)

 

| ![finfolio-3-1024-lock.png](https://www.finfolio.com/hs-fs/hubfs/finfolio-3-1024-lock.png?width=64&name=finfolio-3-1024-lock.png "finfolio-3-1024-lock.png") ### About FinFolio FinFolio is the portfolio management software that advisors love to use. [Report](https://www.finfolio.com/reporting), bill, trade and host mobile-friendly client portals, all with a single app. | ![cropped-XLR8_LOGO_FINAL_Color_Med](https://www.finfolio.com/hs-fs/hubfs/cropped-XLR8_LOGO_FINAL_Color_Med.png?width=160&name=cropped-XLR8_LOGO_FINAL_Color_Med.png) ### About XLR8 [XLR8](https://xlr8crm.com/) 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. | ![asterisk.png](https://www.finfolio.com/hs-fs/hubfs/partners/asterisk.png?width=64&name=asterisk.png "asterisk.png") ### Top Features - preconfigured Salesforce CRM for advisors - sync client holdings seamlessly - custom Salesforce objects - notes and compliance |
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