How RIAs can improve the investor experience with customizable account dashboards
In the hyper-competitive financial services market, delivering an exceptional investor experience is the key to attracting and retaining clients.
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).
Recent GICS changes impacting your reporting? Not if you’re working with GreenHill.
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.
The Surprising Investment Model Performance Feature You Shouldn’t Be Without
A good investment model performance tool is a critical part of every financial advisor and wealth manager’s toolbox.
3 Investment Performance Reporting Must Haves for 2023
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
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 …
