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Premier CRM platform built for the financial professional:

  • CRM, aggregation, workflows, email archive, client portal, and more
  • Servicing high AUM advisor groups as well as single office
  • A deeper and more powerful alternative to big box CRM's

About 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.

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Integration Capabilities

Daily Data Files
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Serving RIAs Since

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Discount for Schwab Clients?



API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.