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
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 …