Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightening-fast, and powerful practice management solution.

iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.

Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor?s practice.

NetDocuments allows you the freedom to access and work on your documents anywhere. Get to the Internet and login to all your documents. Create, edit, share and collaborate with others.