Grendel Online

Grendel is the premier CRM platform for financial professionals. Designed to work just as easily for the high net worth office as well as the break-away rep getting started – you won't ever outgrow Grendel! Grendel is designed around how advisors work and includes advanced functionality simply not available anywhere else. It doesn't matter your level of complexity or sophistication – our implementation team will guide you through the on-boarding processes making your transition as easy as possible. Grendel is more than a vendor product –we're part of your team.