Are Your Trust Department’s Reporting Practices Examiner-Ready?
When something goes wrong in a trust account — a performance outlier, a missed annual review, a beneficiary dispute — the first question examiners ask is: what did your reporting …
When Banks Need More Than Standard Platforms
Performance reporting is one of the most scrutinized functions within a bank. Examiners review it. Clients judge your credibility by it. Board members rely on it to make investment decisions. …
Private Equity Performance Reporting: Unveiling the Secrets to Success
Private equity (PE) firms play a vital role in the financial ecosystem, providing capital and expertise to businesses, driving growth, and generating returns for investors. However, measuring performance in private …
Is Fear Preventing You from Switching to a Better Performance Reporting Platform?
GreenHill Provides Seamless Data Migration Many wealth managers are unhappy with their current investment reporting solution. They want more flexibility and custom reporting, features their existing system does not provide. …
Technological Advances: Revolutionizing Performance Reporting Across All Platforms
Performance reporting, a crucial aspect of investment management, has undergone a significant transformation in recent years. Technological advances have enabled the development of innovative tools and platforms, streamlining the reporting …
GreenHill Investment Reporting Launches Performance Reporting Solution for Investment Advisors
GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced an enhanced solution for registered investment advisors (RIAs).
The Fiduciary Standard: Aligning with the Core Values of Investing for Not-For-Profit Organizations
“Transparency implies openness, communication, accountability, and trust, and should be a cornerstone of modern society and business.” ~ Cathie Wood, ARK founder, CIO and CEO With donor …
Family Offices: Meeting Their Performance Measurement Software Needs
According to Arthur A. Bavelas, (Founder at Family Office Insights) “Working with family office investors is rapidly becoming a relevant strategy for accessing investment capital from the ultra-wealthy and their …
GreenHill Brings Investment Performance Reporting to Jewish Community Foundation of San Diego Donors
Philanthropic foundation to enhance donor insight with best-in-class reporting on account activity, fee transparency, and investment performance GAITHERSBURG, MD., September 13, 2022 – GreenHill today announced that the Jewish Community …