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Data conversion is free.
Training is free.

Start with our CRM module and add other modules as your practice grows, thanks to our month-to-month pricing. Why wait? Click below, call us at 888-824-4477, email


Who We Serve

Grendel has been built specifically to support the financial professional— from the individual financial advisor to top producing teams to the broker/dealer’s home office.

  • Financial advisors
  • Accountants
  • Attorneys
  • Broker-Dealers
  • RIA’s
  • Fee-Only practices
  • Sole Practitioners

Online & Secured

The ability to access all of your practice’s information online brings a new level of convenience to how you run your business.  And with Grendel, managing technology is no longer your concern—we handle the tech so you can handle your clients. Monitored 24/7 and backed up and safe-housed, Grendel is the core of your disaster recovery plan.

Sign up today, control your monsters, and learn to love technology again!

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