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Grendel and First Rate Streamline Investment Advisors Workflow with Integrated CRM Performance Dashboard

Submitted by Technology Tools for Today on February 12th, 2015


Real Time Integration of CRM and Performance Reporting Systems Will Save Advisors Time and Increase Client Engagement

Grendel, a leading purpose built CRM for Financial Advisors, and First Rate, a leading provider of performance measurement and client reporting solutions, announced today the release of their unified Performance Dashboard and Client Reporting Engine.

The new Performance Dashboard and Reporting Engine, powered by First Rate’s proprietary performance reporting engine, is now an integrated component of the Grendel and ARKON platform and changes the way financial professionals access this critical data.

“Financial professionals have typically thought of performance reporting as a few pages they had in their quarterly client reviews,” said Aaron Guidotti, CEO of Grendel. “With this new component we can allow our users to have a level of real time interaction with their client’s data that has previously been unavailable.”

The new solution enables advisors to increase the quality of their client engagement by making access to the following critical investment data within the CRM Performance Dashboard:

  • Performance of client’s household and individual accounts
  • Client asset allocation
  • Asset class and manager level returns
  • Position level returns & weights
  • Custom time period calculations

“We had two goals when building this component,” said Patrick Flaherty, General Manager at First Rate. “We wanted to give advisors a powerful set of performance capabilities at their fingertips while making the experience seamless within Grendel’s CRM.”

Both Grendel and First Rate will be participating in the upcoming Technology Tools for Today (T3) conference to be held February 12 – 14, 2015 in Dallas, TX and will be available to demonstrate the new Performance Dashboard. Additionally, Guidotti will be appearing on a panel discussion about trends in CRM technology. 

About First Rate
Wealth management companies nationwide trust First Rate to deliver superior technology solutions in the areas of investment reporting, outsourced client reporting back-office support, client relationship management (CRM), and fee calculations through a secure, cloud-based environment. First Rate is highly regarded for its approach of understanding your investment process, data and internal review processes in order to recommend the best strategic approach for delivering the solution that serves all aspects of your organization.

Visit www.firstrate.com for more information.

About Grendel
Grendel is an online solution built specifically for financial professionals. The CRM component is the core to the larger wealth management platform that now includes performance reporting, client portal, paperless office, and more. Their customers include a wide variety of financial professionals from the sole practitioner to the multi-billion dollar team office.

Visit www.grendelonline.com

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