Enhanced Investment Reporting

Improved Analysis, Transparency, and Decision-Making

Customizable, Flexible Investment Reporting & Analysis | Greater Drill-Down Detail | Benchmarking

To learn more about GreenHill or to speak with someone, please reach out today.

Make Performance Personal

GreenHill strives to help wealth management companies focus on what they do best by becoming your performance measurement partner. Take advantage of GreenHill’s expertise in preparing and presenting investment results for your client’s portfolios.​

GreenHill’s attention to the details, both data and presentation, gives you confidence that your investment reporting is reliable, timely and client focused. Our high quality performance presentation is unmatched in the industry and can be tailored to address the issues important to each investor.​

GreenHill partners with each client to develop an efficient and cost effective performance measurement solution that strengthens client communication. We understand that building and maintaining strong relationships is key to our mutual ongoing success.

Our Services

Learn more about our investment reporting solutions using our ReportQuest (RQ) solution
and why organizations turn to GreenHill for their reporting needs.

Performance Reporting

With GreenHill as your independent performance measurement partner, you can leverage our expertise in preparing and presenting performance for your client’s investment accounts.

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Investment Model Performance

GreenHill simplifies the tasks associated with calculating and presenting performance results for your investment models.

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Variance Analysis & Compliance

GreenHill provides management reporting tools that can be used to evaluate the consistency of account performance to benchmarks, performance targets, or amongst managed account groups.

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Universe Rankings

Perform peer group rankings using the GreenHill Universe made available via an alliance with Morningstar.

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Portfolio Explorer

GreenHill’s Portfolio Explorer Module provides detailed analysis of equity and fixed income portfolio holdings.

Industries We Serve

From wealth management to banks, not-for-profits, RIAs, and family offices, we help you provide an accurate, complete reporting picture.

Wealth Management

Investment Advisors (RIA)

Family Offices


Why GreenHill?

GreenHill takes a personal approach to investment performance reporting. You’ll never need to choose from limited options – we help you design your own options. We listen with the goal to provide each client the optimal tools for their investment reporting and analysis.

Ready to see what we can do for you?

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