Wingate Wealth Advisors Switches From Worldox to NetDocuments and XLR8
Wingate, a prominent Massachusetts-based financial services firm, has discontinued Worldox, an on-premise provider, and selected NetDocuments and XLR8 as their integrated cloud-based solution for document and client management.
Lehi, UT (PRWEB) December 17, 2012
Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. “Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the Salesforce.com platform,” Mark Greco, the firm’s Chief Operating Officer, stated. “As a firm, we are trying to upgrade our technology by moving many of our key applications from our own servers to the cloud, and NetDocuments fits this strategy perfectly.”
NetDocuments has integrated with Salesforce CRM since 2006, offering a customizable, record-level integration. XLR8, a customized version of Salesforce CRM, specifically addresses the needs of the financial services industries. Mary Ferguson, President of Concenter Services, commented, "We have converted many clients from Worldox to NetDocuments. As with Wingate Advisors, once a firm decides to move to the cloud with the XLR8/Salesforce.com platform, NetDocuments is the next logical step in reducing their dependence on hardware."
Greco continues, “Having NetDocuments integrated with our CRM system will allow us to increase efficiency in both managing and retrieving client related documents, emails and attachments. This will translate into better, more responsive service for our clients. In addition, NetDocuments' cloud-based solution vastly improves our mobile servicing capabilities so we can be as effective and responsive on the road as we are in the office.”
Started in 1986, and based in Lexington MA, Wingate Wealth Advisors, LLC is an independent; employee owned, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Their approach is comprehensive, helping clients define and achieve their financial goals – generation to generation – through a prudent, long-term plan of action. Contact information: http://www.wingatewealthadvisors.com, 781-862-7100, jenifer.cannon(at)wingatewealthadvisors(dot)com
About Concenter Services
Concenter Services offers XLR8, the customized version of Salesforce CRM designed specifically for Financial Advisors and Wealth Managers. As a Salesforce Consulting Partner, Concenter Services also provides full implementation including Data Migration, Customizations and User Training. Many of these projects also include the implementation of NetDocuments, so that firms can take advantage of cloud-based document management. Contact information: http://www.ConcenterServices.com, info(at)ConcenterServices(dot)com, or 877-513-3862
NetDocuments is the leader in cloud-based document and email management. Founded in 1999, NetDocuments now services some of the world’s leading companies across 140 countries. Organizations of all sizes can reduce costs and increase productivity with the ability to access content from anywhere and on any device. NetDocuments combines power and simplicity with built-in disaster recovery, client portals, native mobile apps, client-centric workspaces and full SEC, FINRA and HIPAA compliance. Contact information: http://www.netdocuments.com, press(at)netdocuments(dot)com, 866-NETDOCS (638-3627)
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