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
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.
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
The Power of White Glove Service at GreenHill Tracy Carter, GreenHill Investment Reporting At GreenHill, white glove service isn’t just a tagline, it’s a promise. It’s the quiet confidence our
Institutions managing investment portfolios — banks, not-for-profit organizations, and advisory firms — can avoid investment benchmark mistakes by properly aligning investment objectives with benchmark indices. While this may seem obvious,
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
Fixed Income Reporting: Maturity Ladders In Fall 2024, interest rates and bond yields increased notably, driving investor interest in fixed income investment tools like maturity ladders. Successfully managing maturity ladders
How GreenHill Tackles the Pain Point of Limited Expertise Have you ever found yourself stuck with a rate of return question or problem, only to realize that you don’t have
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
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