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
Website: http://www.grendelonline.com