GreenHill enhances investment reporting for wealth managers by raising the professionalism and sophistication of your client reporting and analysis. Our browser-based platform provides investment performance reporting and analytics with the attention to detail and personalized service that allows wealth managers to tell your investment stories with confidence.
Tell the story your way with our fully-customizable reporting suite
Add professional, sophisticated reports to your offering
Improve outcomes with detailed portfolio reporting and analysis
Ensure compliance with proactive risk assessment
GreenHill blends both style and readability into a pleasing, professional report that allows managers to compete with more sophisticated systems and win more business.
While managers need trustworthy data to present accurate material to their clients, they lack the time required to perform the underlying detailed data validation necessary to achieve that level of trust. GreenHill’s experienced Customer Service Team works continuously with you to ensure data and report accuracy and enable you to present performance results with confidence.
No two clients are the same. Each demands reporting with a specific look, data layout, and level of detail. GreenHill gives users the ability to customize each report to suit the needs of each client, configuring all elements like benchmarks, time periods, colors, and logos with ease.
Managers need their data to be correct and up-to-date. GreenHill routinely exceeds expectations to provide you with the most timely reporting within the industry.
When questions arise about reports, data, or presentations, managers need to turn to an expert for quick answers. That’s why each GreenHill client is assigned a dedicated customer service representative who works closely with their data. Our U.S.-based expert team members have an average 15 years’ experience in the performance reporting industry.
You can always trust a GreenHill report.
Jack Curran, EVP Sales, GreenHill
GreenHill Investment Reporting is pleased to announce that it has once again successfully achieved SOC 2 Type II compliance, reinforcing its long-standing commitment to data security, operational integrity, and client
Two days before a quarterly board meeting, a trust officer receives a familiar, last-minute request. A large family wants to see its performance presented in a new way. They want
GAITHERSBURG, Md., Sept. 10, 2025 /PRNewswire/ — GreenHill Investment Reporting announced that its ReportQuest platform has been selected by Integrated Partners, a $22 billion AUA registered investment advisor (RIA) network. ReportQuest will be a part of Integrated
GreenHill pairs its browser-based ReportQuest platform with a dedicated U.S.-based customer service representative assigned to each client. The team averages 15 years of performance reporting experience and handles data validation, reconciliation, and report accuracy so wealth managers can focus on client relationships rather than back-office data work.
ReportQuest integrates with leading custodial systems to aggregate and consolidate data from multiple custodians into a single reporting view. GreenHill’s Customer Assistance Team monitors those connections and performs ongoing data validation, so reports reflect accurate, reconciled information regardless of how many custodians a firm works with.
Yes. Every element of a report, including benchmarks, time periods, colors, logos, data layout, and level of detail, can be configured on a per-client basis. Changes can be made quickly without IT involvement, so no two clients need to see the same format.
ReportQuest includes variance analysis and compliance tools that proactively flag when client portfolios drift outside their investment guidelines. Wealth managers can set customized parameters, monitor concentration risks, and identify potential issues before they escalate, supporting ongoing fiduciary oversight.
GreenHill’s onboarding team works directly with each firm to establish custodian data connections, configure report templates, and validate initial data. A dedicated service representative remains the primary point of contact throughout the relationship, from implementation onward.
Yes. GreenHill has achieved SOC 2 Type II compliance, which independently verifies the firm’s controls around data security, availability, and confidentiality. The browser-based platform is accessible around the clock without requiring software installation, while maintaining enterprise-grade security standards.