Financial Advisor Technology Platform Transforms XLR8 CRM System Into Client Communication Tool

Advisor Products announces integration of its client portal platform for financial advisors with XLR8 CRM system

WESTBURY, NY--Advisor Products Inc, a leading financial advisor technology and marketing company, today announced the launch of an interface with XLR8 for Salesforce, a customer relationship management (CRM) application.

The integration transforms a financial advisory firm’s CRM system into a client communications tool. While CRM systems have long been used by advisory firms to manage their contacts and track tasks assigned to staff, the Advisor Products interface with XLR8 allows an advisory firm to manage and track client “to-dos.”

“A financial advisor can now assign a to-do to a client in XLR8 and the task is displayed in the client’s personal financial portal,” said Bruce Moulton, president of Moulton Strategic Partners, the creators of XLR8 CRM. “When an advisor asks a client to send in tax forms, meet to discuss estate planning, and deal with other important financial planning tasks, the client’s progress is tracked. Enhancing efficiency and transparency this way is a top priority for advisory firms shaken by the global financial crisis and Madoff scandal.”

Clients can comment on any to-do assigned by their advisor and comments are captured by both systems. An email notifies the client and advisor whenever a new to-do or comment is posted.

The Advisor Products Personal Client Portal platform is the first web-based, open-architecture financial advisor technology system dedicated solely to client communication. It provides a personalized web page for each client of an advisor, under the advisory firm’s branding. Financial articles, market news, a calendar and financial calculators, a virtual document vault, hundreds of RSS feeds, and the financial advisor’s blog are contained within each client’s financial portal; it is also integrated with leading portfolio management, financial planning, and account aggregation systems for advisors.

XLR8 is a version of Salesforce, the world’s largest CRM system, that was customized by Moulton Strategic Partners specifically for advisory firms. Moulton Strategic Partners is a consulting firm that implements many of the most popular CRM systems used by advisors. It provides financial advisor technology solutions for many of the largest, most successful RIA firms in the nation. The firm customizes the Salesforce CRM system by documenting an advisory firm’s processes and then embedding those processes into XLR8.
About Advisor Products

Advisor Products is a leading financial advisor technology and marketing company that creates websites, client newsletters, brochures, and other marketing services for 2,000 independent financial advisory firms. The company also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. The firm customizes its website and print products with financial planning content for high-net-worth individuals. The firm also provides free continuing education webinars for financial advisors and planners. Many of the nation’s leading Registered Investment Advisers, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.