Understanding the fundamental difference between account statements and investment performance analysis, and why trustees need both. Trust departments have long relied on periodic account statements as the primary mechanism for …
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 …
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 …
We are proud to announce that GreenHill’s investment performance reporting platform, ReportQuest v4.14, has officially been TSG Certified by The Spaulding Group, a recognized authority in investment performance and risk …
ON-DEMAND WEBINAR Philanthropy: A Fundamental Tool for Trusted Advisors Wednesday, September 25, 2024 VIEW PANELISTS Hosted By: Welcome to the on-demand recording of our exclusive webinar, “Philanthropy: A Fundamental Tool …
Philadelphia, PA – August 26, 2024 – GreenHill Investment Reporting is delighted to announce its proud support and active participation in Drexel University‘s prestigious “Senior Project” program. Over the past …
GreenHill Investment Reporting announced advanced performance reporting functionality is now included in Invent’s Digital Wealth Ecosystem for Registered Investment Advisors (RIAs) and Independent Broker-Dealers (IBDs).
— GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced that its advanced performance reporting functionality is now integrated with eCIO, Inc.’s eVestech SaaS platform for registered investment advisors (RIAs).
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
As management guru Peter Drucker famously said, “If you can’t measure it, you can’t manage it.” I have made the best investment choices ever, but how on earth can I …