Advisors tend to overlook Grendel Online — and I sometimes do as well, for a couple of reasons.

One is that Grendel doesn’t usually garner many votes in Financial Planning’s annual technology survey, so it isn’t top of mind for me. This may be because Grendel doesn’t do much marketing directly to advisors — and when it sells to institutions, end-user advisors may not know whose product they’re using.

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