Not much came across my screens this week. So here is this week’s story of interest:
A small CRM system that offers many extras from InvestmentNews.com
[Here Davis Janowski highlights Grendel Online, a CRM I saw back in early 2009. It’s fast, because most of the code runs on a local machine, and the only pushed through the Internet is raw data. But since then, the CRM has yet to gain significant traction in the independent adviser space despite its recent integrations, about which Davis reviews.] Grendel is an information management system that provides customer relationship management, account aggregation and document management. It also serves as a client portal so that clients can access their account information.
