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.
