Grendel | Equisoft

About

Grendel’s modules include exhaustive client information management, compliance management, wealth management, account aggregation, email and file archive, client portal, practice management tools, advanced analytics capabilities, and more.

Contacts

Products / Services

  • CRM
  • Client Portal
  • Performance-Centric Platform

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...
Integrations: 25
Partnership: 0
HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Partnership

Interested in partnerships with:

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