GreenHill ReportQuest delivers institutional-grade performance reporting that goes well beyond what most RIAs are producing today. Richer detail. Deeper benchmarking. White-glove support that knows your clients by name. And pricing that makes the decision easy.
Performance reporting is the single most expensive piece of technology in a wealth management firm’s stack — and it’s been that way for years because nobody’s challenged it. GreenHill Investment Reporting has been solving this problem for banks, trusts, and RIAs since 1998.
ReportQuest produces institutional-quality reports that advisors use to deepen client relationships, support compliance reviews, and demonstrate the value of active management. Here is what is included.
A complete, visual overview of portfolio composition, time-weighted returns, benchmark comparisons, and account activity -- designed to anchor every client conversation.
Drill into what drove returns. Security-level contribution, segment and sector attribution, and risk-adjusted metrics including alpha, beta, and Sharpe ratio.
Assign the right benchmark to every account -- standard indices, custom blends, or target allocations. Static or dynamic. Managed entirely in ReportQuest, on demand.
Consolidate reporting across multiple accounts, custodians, and entities into a single household view -- essential for HNW families and complex client relationships.
ReportQuest integrates with Schwab Advisor Services with no manual data entry and no IT project. We handle the connection setup from day one.
Most RIA clients are producing reports within weeks of signing on. GreenHill manages the onboarding -- you stay focused on clients.
Your dedicated GreenHill specialist knows your clients, your reporting preferences, and your workflow. Same-day response. Real expertise. No ticket queues.
Every report package is built around your firm's preferences and your clients' needs. We configure it with you -- and update it whenever you need.
GreenHill's starter package is priced to make the decision easy. Talk to us about what is included and what it would cost for your specific account count.
Your data and your clients' data are handled with independently audited security controls and calculation accuracy verified by The Spaulding Group.
No commitment. No lengthy sales process. Just a straightforward conversation about what GreenHill ReportQuest would look like for your firm — pricing, timeline, what is included, and what it would take to get started. Most advisors walk away surprised by how simple and affordable it is.
No commitment required · Responds within one business day · U.S.-based team
Or reach us directly: sales@ghill.com · 301.444.1900