GreenHill enhances the investment reporting for RIAs by empowering you to raise the professionalism and sophistication of your client reporting and analysis. Our browser-based platform provides investment performance reporting and analytics with the attention to detail and personalized service that allows advisors to tell your end clients’ investment stories with confidence.
Tell the story your way with our fully-customizable reporting suite
Add professional, sophisticated reports to your offering
Improve outcomes with detailed portfolio reporting and analysis
Ensure compliance with proactive risk assessment
Access dashboards to track performance at various levels of reporting, across all asset classes, all in one place. See across siloed asset classes with a single dashboard display for your client.
Complement your portfolio management system with reporting that enables you to dive into the details to deeper levels of reporting than offered by your current provider.
With GreenHill, you can build customized intelligent reports tailored to your firm's needs to support your end client's objectives. 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 to provide data for consolidated reporting in one place. Our Customer Assistance Teams help ensure that your connections are up and running to support your reporting needs.
Ensure that your clients’ portfolios are meeting their investment guidelines by proactively identifying compliance risks, analyzing security contribution and attribution, and detecting concentration risks. Create customized benchmarks to measure portfolio performance and risk.
Monitor your clients’ portfolios via customized, real time reporting to achieve better investment outcomes for your end customers.
We’ll become a trusted member of your team, working side-by-side with you to address your priorities, alleviate your workload, and provide the customized, in-depth reporting you need to tell your investment story with confidence.
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.
ABOUT GREENHILL
GreenHill is the premier performance measurement reporting firm to the wealth management industry. We offer web access to client reports, model accounts, and customized benchmarks.
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