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Category: Investment Advisors (RIA)

Home » Investment Advisors (RIA)
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 …

Fixed Income Ladder Charts
Banking / Family Offices / Investment Advisors (RIA) / Not-for-Profit / Wealth Management and Trust

Fixed Income Reporting: Maturity Ladders

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 …

GreenHill Expert Solutions at Your Fingertips
Banking / Family Offices / Investment Advisors (RIA) / Not-for-Profit / Wealth Management and Trust

Expert Solutions at Your Fingertips

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 …

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

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 …

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 …

Seamless data migration
Banking / Family Offices / Investment Advisors (RIA) / Not-for-Profit / Wealth Management and Trust

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. …

Investment Advisors (RIA)

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 …

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).

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