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.
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
The Power of White Glove Service at GreenHill Tracy Carter, GreenHill Investment Reporting At GreenHill, white glove service isn’t just a tagline, it’s a promise. It’s the quiet confidence our