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.
When something goes wrong in a trust account — a performance outlier, a missed annual review, a beneficiary dispute — the first question examiners ask is: what did your reporting
Performance reporting is one of the most scrutinized functions within a bank. Examiners review it. Clients judge your credibility by it. Board members rely on it to make investment decisions.
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
ReportQuest aggregates data from multiple banks, brokerages, and custodial systems into a single unified reporting view. GreenHill’s integration layer handles both managed and unmanaged assets, eliminating data silos so family office staff can see a complete picture of the family’s total portfolio across all entities and accounts in one place.
Yes. ReportQuest is built with role-based access control, allowing family offices to define exactly what each user can view, whether that is a principal, trustee, family member, or external advisor. Sensitive aggregate or entity-level data can be restricted while individual beneficiaries see only their own relevant holdings and performance.
ReportQuest is designed to track performance across all asset classes, including alternative and unmanaged assets. Family offices can incorporate private equity, real assets, and other alternative holdings into consolidated views alongside traditional liquid portfolios, giving principals a complete picture of total wealth performance.
GreenHill replaces manual spreadsheet workflows with automated, real-time data aggregation and report generation through ReportQuest. By connecting directly to custodians and data providers, the platform removes the error-prone reconciliation work that typically consumes family office staff time. Reports are accessible at any time via browser.
Yes. GreenHill specializes in producing professional, visually polished reports designed for principal or trustee review. Reports can be customized with family branding, specific benchmarks, time period selections, and drill-down capability so quarterly family meetings are supported by clear, credible performance narratives.
Each family office client is assigned a dedicated GreenHill Customer Service Team member who audits and processes data, monitors for inconsistencies, answers questions, and proactively identifies potential issues. The U.S.-based team averages 15 years of performance reporting experience and functions as a true extension of family office staff.