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.
Most bank trust departments conduct annual investment reviews. Fewer are confident that those reviews would withstand a hard look from an examiner, or from a beneficiary’s attorney. The gap between
Understanding the fundamental difference between account statements and investment performance analysis, and why trustees need both. Trust departments have long relied on periodic account statements as the primary mechanism for
By Tracy Carter, GreenHill Investment Reporting If you have ever had to email your reporting provider just to change a benchmark, you know how quickly a simple request can slow
ReportQuest integrates with leading custodial systems to aggregate data from multiple custodians into one consolidated view. GreenHill’s Customer Assistance Teams actively manage those integrations, keeping connections active and data quality accurate so RIAs can deliver consistent, consolidated reporting to investors across all held-away and custodied accounts.
Yes. ReportQuest supports composite performance reporting, enabling RIA firms to group accounts by strategy or mandate and measure aggregate performance. This is particularly valuable for demonstrating strategy-level results to prospects or regulators and for firms pursuing GIPS compliance or similar performance standards.
GreenHill’s Investment Model Performance service allows RIAs to track and report on model portfolios separately from individual client accounts. You can analyze a model’s historical performance, compare it to relevant benchmarks, and present that data alongside client account results to clearly articulate the relationship between your models and actual outcomes.
Yes. Every client-facing report, dashboard, and communication can be branded with your firm’s logo, colors, and contact information. Dashboards can also include custom commentary, giving RIAs full control over how the reporting experience looks and feels to their investors.
ReportQuest includes built-in variance analysis and compliance tools that let RIAs proactively identify when client portfolios drift outside of stated investment guidelines. You can configure custom benchmarks, flag concentration risks, and monitor policy adherence to reduce compliance exposure without adding manual oversight burden.
ReportQuest provides data down to the individual security level, so RIAs can show exactly how each holding contributed to overall returns. Investor dashboards include performance summaries, portfolio composition, top contributing securities, sector weights, bond sector allocations, and more, with each element configurable per account.