Aite Analysis – Engage With Grendel!

We are proud to report that the consulting firm Aite Group has identified Grendel as a "next-era wealth management CRM" that should be engaged with.  To read their in-depth analysis for 2017, click the link below....

Solving for DOL with Grendel

There has been much ado about the impending Department of Labor fiduciary rule. It’s the hot topic at conferences and has been widely discussed in industry publications. Despite all this, there remains a large degree of uncertainty about exactly how the final rule...

WealthManagement.com Award Finalist

For the second year in a row, Grendel is a finalist for the WealthManagement.com award for CRM innovation.  This year we have been recognized for our advanced Form Builder component. The FORM BUILDER gives advisors the ability to add advanced data customization unlike...

CYA for DOL – Video Presentation

CEO Aaron Guidotti gave a 10 minute talk at the 2016 Laser App conference on how you can use Grendel to ensure you're on the right side of the impending DOL legislation.