Alliance of Comprehensive Planners, an association of fee-only financial planners, is excited to announce its formal partnership with Grendel, the leader in practice management software. Grendel Online will equip ACP members with the critical solutions to grow their practices. Grendel’s tools are widely varied and include direct account feeds with major custodians, account aggregation web feeds, compliant email archiving, a full client port and much more.
“Grendel is excited for this evolution in our relationship with ACP,” said George Guidotti of Grendel. “In addition to supporting the current integration with ACP’s Pyramid application, Grendel has committed to enhance its platform’s offerings to include client portal, mobile app, and practice management solutions exclusively for ACP members.”
As an ACP technology partner, Grendel will provide its bundled services at a deeply reduced rate available exclusively to ACP members. All members who are currently using Grendel will also be able to take advantage of the tools and special rate. The ACP package will include:
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- Direct custodian account feeds
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- ACP knowledge base library
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- Access to Grendel Online’s extended resources
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Future enhancement plans include a bundled discounted offering, automatic implementation of workflow processes, and continued additions to Grendel’s direct custodial feeds.
Please contact Lori Lorusso at lori@acplanners.org or 910.769.1569 to schedule an interview about this exciting partnership.
About ACP
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.
About Grendel
Grendel Online CRM suite - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more. For more information, visit www.grendelonline.com.