GreenHill delivers enhanced investment reporting for family offices with professional, sophisticated browser-based reporting, dashboards and analysis. With robust integrations to leading custodians, we aggregate financial data into a single role-based reporting structure, enabling you to present investment summaries and detail to family members in the way they prefer.
Customize each report to suit your needs and the preferences of each family member
Leverage up-to-date reports that blend high level analysis and detailed drill-down exploration
Implement role-based access to control what information is available to each person
Eliminate complicated, error-prone, and time-consuming manual spreadsheet management and reporting
Slice views by unique preferences like time periods, sectors, or specific benchmarks
Our goal for family offices is to bring an intuitive, professional reporting and presentation layer to their day-to-day operations to allow them to consolidate views of the family’s portfolio and provide role-based views on positions and performance to keep family members informed and confident in ongoing performance.
Tony E., President
Wealth Management Group, Jackson, MS
No more data silos. Seamlessly aggregate data and access dashboards across multiple platforms to track performance at various levels of reporting, across all asset classes whether managed or unmanaged, all in one place. See across siloed asset classes with a single dashboard display.
Access reports easily and conveniently 24x7x365 with browser-based portfolio reporting, analytics, and dashboards. Streamline how you manage, access, and reconcile your data to identify inconsistencies and resolve issues, from multi source information and eliminating manual spreadsheets and effort.
With GreenHill, you can build customized intelligent reports tailored to your needs to meet family preferences and goals. You and your clients can access reports easily and conveniently 24x7x365 with browser-based portfolio reporting, analytics, and dashboards.
GreenHill seamlessly integrates with leading custodial systems and data providers to consolidate reporting all in one place. Our Customer Assistance Service Teams help ensure that the integrity of your data is pristine and your connections are up and running to support your reporting needs.
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
Two days before a quarterly board meeting, a trust officer receives a familiar, last-minute request. A large family wants to see its performance presented in a new way. They want
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