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Grendel | Equisoft

Grendel’s modules include exhaustive client information management, compliance management, wealth management, account aggregation, email and file archive, client portal, practice management tools, advanced analytics capabilities, and more.

Website

https://www.grendel.com/

Contacts

sales@grendel.com

https://www.linkedin.com/company/equisoft/

https://www.grendel.com/#GrendelOnline

Grendel Equisoft
  • CRM
  • Client Portal
  • Performance-Centric Platform
Grendel Equisoft

Companies that integrate with Grendel

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Management #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning

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Grendel Equisoft

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