The Forefront of Positive Change

First Rate’s alliances are a critical component of our growth and success.To fulfill our brand promise of being at the forefront of positive change, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.


Grendel Online is the leading CRM centric solution for the financial services industry. Their cloud based comprehensive solution handles nearly every data management need for the financial professional and includes CRM with advanced work flow management, paperless office, client portal, email archive, account aggregation, portfolio rebalancing, and more.

For more information, visit Grendel.