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
As technology advances and people increasingly rely on tools like AI to provide quick analyses and rapid answers to any and all questions – both in their personal and professional
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).
In the hyper-competitive financial services market, delivering an exceptional investor experience is the key to attracting and retaining clients.
GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced an enhanced solution for registered investment advisors (RIAs).
Changes to the Global Industry Classification Standard (GICS®) structure went into effect in GICS Direct and in S&P DJI’s indices.
The changes affected most sectors and essentially changed what it means to be sector neutral. They also had the potential to dramatically impact performance reports if not corrected for in the reporting details.
A good investment model performance tool is a critical part of every financial advisor and wealth manager’s toolbox.
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
When discussing the topic of investments, the average person is inclined to think that the goal of investing is to gain as much profit as possible. While this is true
“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 contributions increasing
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
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