Grendel

Company Info

Company Name:
Data Last Updated:
  • November 25, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (888) 824-4477
Year Founded
  • 2006
Number of Employees:
  • 5

PORTAL Features

Advisor Branded Portal:
Content Held:
Dynamic Content:
Alerts:
Communication Management:
Reporting Functionality:

Other Pricing and Support

Pricing:
Trial:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

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.

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.

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