ACP Bundle $80 per Month per Practice

Your search for the right web-based CRM is over! Grendel Online’s CRM is built for advisors with the tools you want – like powerful workflow capabilities, wealth management, and integration with the ACA Pyramid. The ACP Bundle is only $80 per month for your entire practice and you can add additional modules as you see fit including a Client Portal, Paperless Office, Account Aggregation, Mobile Access, and Portfolio Rebalancing and Proposal Generation. Grendel Online seamlessly integrates with industry leading apps you are already using. Sign up for a free trial or get started today by visiting our website. 

ACP Bundle includes:

  • CRM access for all users in the practice
    • Pyramid intergration
    • ACP workflow/data integration
  • Client Portal Access
  • Email archiving
  • Direct account aggregation with custodians including: DST Vision, Schwab, TD Ameritrade, Institutional, Fidelity, Scottrade and Trust Company of America
    • Custodians are continued to be added to this list