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Category: Company News

Home » Company News
GreenHill Achieves SOC 2 Type II Compliance
Banking / Company News / Family Offices / Investment Advisors (RIA) / Not-for-Profit / Wealth Management and Trust

GreenHill Achieves SOC 2 Type II Compliance

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 …

Company News

GreenHill’s ReportQuest Adopted by Integrated Partners, Strengthening Invent’s Unified Wealth Ecosystem

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 …

Banking / Company News / Family Offices / Investment Advisors (RIA) / Not-for-Profit / Wealth Management and Trust

GreenHill Investment Reporting Achieves TSG Certification from Spaulding Group

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 …

Company News / Investment Advisors (RIA)

Webinar Recording: Philanthropy – A Fundamental Tool for Trusted Advisors

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 …

Company News

GreenHill Investment Reporting Proudly Supports Drexel University’s Senior Project Program

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 …

Company News / Investment Advisors (RIA)

Do You Need White-glove Service from Your Investment Reporting Partner?

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 …

Company News / Investment Advisors (RIA)

GreenHill and Invent Partnership Empowers RIAs to Deliver an Enhanced Advisor and Client Experience

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 and eCIO evestnet partnership
Company News / Investment Advisors (RIA)

GreenHill and eVestech Partnership Empowers RIAs to Deliver an Enhanced Client Experience

— 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).

Company News / Investment Advisors (RIA)

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).

Company News / Investment Advisors (RIA)

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 …

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