Grendel

A great start to what is anticipated to become a fully functioning version of this smart and powerful financial professional CRM. Press on. When I can update account aggregation on my phone or tablet this will certainly be a 5 star app!

I'm shocked that email archiving is available within the app.

Run my business from anywhere with full access to client info, filing for client meetings, my business etc. I have been in the financial services business for 35 years and tried all types on software and this is by far the best.

How many CRMs have I tried? Many. How many have ever helped me - just this one. It's a keeper!

Great app, since I have a lot of client meetings out of the office, this app is invaluable to my daily schedule. It allows me to navigate right to the client homes or offices, view their info before the meeting, and even allows me to take their picture via my phone and associate it with their file so all of my support staff back in the office can put a face to the client's name. Awesome app, highly recommend.

I use this all the time. Photo feature is really cool.

Thanks. This will make time out of the office easier and outlook obsolete.