BUILT FOR ONE INDUSTRY
CRM is the center of our platform, but accounts for only about 20% of what we do. Our tools are flexible and can expand to fit your firm needs – including performance, trading, filing, supervision, and much more.
We wrote the book on wealth relationship management.
SECURED IN THE CLOUD
Grendel stores all this information in world-class data hosting facilities spread across the United States. All facilities are audited by third parties and contain multiple levels of physical and digital safeguards. The Grendel application itself follows industry standards of data protection including encryption, management controls, and intrusion detection.
CULTURE OF COMPLIANCE
Grendel has created both active and passive compliance controls giving our users the ability to stay focused on clients while meeting requirements.