Grendel

Product Type:

CRM | Portfolio Management Tool | Document Management Tool | Trading/Rebalancing Tool | Client Portal Tool | Client Data Gathering Tool| Compliance Solutions | Account Aggregation

Grendel is a CRM, Client Portal, and Performance centric platform, built from the ground up for the financial services industry. We integrate with custodians, performance engines, and financial planning platforms.  We understand compliance and how it affects the teams that rely on our software.

INTEGRATES WITH:

Aqumulate, First Rate, Netmail, SIGNiX, TDAI Veo, ACP, Albridge, AssetBook, ASI, Blueleaf, DeSola Group, Envestnet, FOX, hiddenlevers, LaserApp, MoneyGuidePro, Charles Schwab, DST Vision and DEALER, Fidelity, Hilltop Securities, NFS, Scottrade, Trust Company of America.

PRICING:

$75 per month per user. Contact for enterprise and performance pricing.

FREE TRIAL AVAILABLE?

Yes, but only upon request.

CREATED BY:

Grendel

CONTACT:

Phone: 888-824-4477

E-mail: [email protected]