ATO President Jennie Menzie and 2026 Annual Meeting Chair Bill McFadden highlight the value of education, peer exchange and industry collaboration for trust organizations As trust organizations navigate rapid advances …
Most bank trust departments conduct annual investment reviews. Fewer are confident that those reviews would withstand a hard look from an examiner, or from a beneficiary’s attorney. The gap between …
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).