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  • Concenter Services is not your typical technology company. Unlike our competitors, solutions are designed to be customizable to your particular business needs. We don’t expect you to adapt to us … we’ll adapt to you!

    Our team of three senior managers has a combined 60+ years in IT services and 25+ years in financial services management and marketing. We understand that you are seeking highly effective, simple-to-use technology solutions that allow you to spend your time doing what you do best – provide exceptional service to your clientele.

    Concenter Services offers IT and Business Consulting, as well as the most customizable CRM tool available: XLR8 – the CRM solution for FinancialServices professionals. We are currently serving clients throughout the United States, Canada and the United Kingdom.

    We are based in Dallas, Texas and our team of experts is dispersed throughout the United States. In this age of globalization and connectivity, having experts we trust on our team is much more important than geographic location. Concenter Services takes security seriously. In addition to their technical and business skills, you can rest assured knowing that the consultants that work with you have all undergone a Criminal and Financial background check. We take our reputation – and yours – very seriously, and aim to be your most trusted partner.

    Professional Services

    Concenter Services is set up with the goal of making you more effective and productive. Whether it is by selecting XLR8 (our CRM for Financial Advisors) or by taking advantage of our IT and Business Consulting services, you can depend on us for straightforward answers and solutions.

    It is difficult keeping up with an ever changing Whether it is their App Exchange where 900+ applications are posted or their quarterly releases full of new enhancements, it is all designed to enhance your Salesforce experience. But how do you keep up? Let us do the work for you. If you have a problem to solve, Concenter Services has the expertise to assess, evaluate and recommend a solution.

    Do you have an idea that you would like to implement but you aren’t quite sure of the best approach? Lean on Concenter Services and leverage our experience in the industry for a best-in-class solution.

    Concenter Services is a Certified Salesforce Consulting Partner and a Certified Netdocuments Business Partner. Most importantly, Concenter Services is your partner. We are here when you need us.

    Integrations are key to XLR8/Salesforce and exist for most of the key systems for Portfolio Management, Financial Planning, and Document Management. Just ask us about your specific situation.


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