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Grendel is built from the ground up for the financial services industry.  We integrate with custodians, performance engines, and financial planning platforms.  We understand compliance and how it affects the teams that rely on our software.

CRM is the center of our platform, but accounts for only about 20% of what we do.  Our tools are flexible and can expand to fit your firm needs – including performance, trading, filing, supervision, and much more.

We wrote the book on wealth relationship management.


Financial data contains some of the most sensitive data a person will ever have.  As their advisor, it’s your responsibility to safeguard the information you’re entrusted with.

Grendel stores all this information in world-class data hosting facilities spread across the United States.  All facilities are audited by third parties and contain multiple levels of physical and digital safeguards.  The Grendel application itself follows industry standards of data protection including encryption, management controls, and intrusion detection.


Grendel’s focus is on the financial services industry.  Our solutions are designed around what it means to be a fiduciary – from tracking due-diligence efforts to giving advisors the tools they need to effectively work in the clients’ best interests.

Grendel has created both active and passive compliance controls giving our users the ability to stay focused on clients while meeting requirements.


Bill Winterberg of FPPAD comes to Philadelphia and spends some time getting to know the story behind Grendel.  His video presentation gives insight into our company’s foundations in a way that only Bill can deliver.

Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce the acquisition of Grendel.

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