Grendel Online to Offer the ASI Portfolio Rebalancing Solution®
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Strategic Partnership Expands Access to Portfolio Rebalancing to Individual Advisors
WALNUT CREEK, Calif. - Advisor Software, Inc. ("ASI"), a leading provider of wealth management solutions for the advisor market, has announced an agreement with Grendel Online ("Grendel"), a provider of software solutions for the financial services industry, which allows Grendel's advisor clients to add the ASI Portfolio Rebalancing Solution to their Grendel CRM suite.
ASI's Portfolio Rebalancing Solution was previously only available to enterprise-level clients, and the partnership with Grendel Online now allows individual advisors that use Grendel's CRM platform to easily integrate portfolio rebalancing into their practices.
"The future of advisor technology will be CRM-centric," said Neal Ringquist, President of ASI. "Grendel is a CRM tool built by advisors, for advisors. It has an intuitive workflow that makes sense for advisors. The addition of ASI's Portfolio Rebalancing Solution will allow advisors to offer their clients an even higher level of service."
ASI's Portfolio Rebalancing Solution covers the full spectrum of investment products, including mutual funds, exchange-traded funds, separately managed accounts, stocks, bonds and variable annuities. The web-based platform allows advisors to realign investor portfolios with their selected allocation strategy, while eliminating the time-consuming task of manual processing.
Under the licensing agreement between the two firms, advisors already using Grendel Online's CRM module can add ASI's Portfolio Rebalancing Solution at a highly-affordable price point.
"At the core, we are a CRM practice management solution for advisors, but we are also committed to expanding our offerings in order to provide advisors with the tools needed to streamline their workflow," said Aaron Guidotti, CEO and Lead Designer at Grendel Online. "After conducting extensive due diligence on the best options for our clients, we decided that ASI's Portfolio Rebalancing Solution was the most robust offering in the marketplace."
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. Advisor Software's solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com or call 925.444.1334.
About Grendel Online
Grendel Online is a software solution for the financial services industry. Grendel Online's CRM provides advisors with a wide array of tools such as powerful workflow capabilities, wealth management and seamless integration with industry leading apps like Albridge, Laser App, MoneyGuidePro and Google. Only $50 a month gives advisors access to the CRM for their entire practice. Additional modules including a Client Portal, Paperless Office, Account Aggregation, Mobile Access, and Portfolio Rebalancing and Proposal Generation. For more information, visit www.grendelonline.com.
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Advisor Software Inc.
Web Site: advisorsoftware.com
