GreenHill enhances investment reporting for wealth managers by raising 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 wealth managers to tell your 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
GreenHill blends both style and readability into a pleasing, professional report that allows managers to compete with more sophisticated systems and win more business.
While managers need trustworthy data to present accurate material to their clients, they lack the time required to perform the underlying detailed data validation necessary to achieve that level of trust. GreenHill’s experienced Customer Service Team works continuously with you to ensure data and report accuracy and enable you to present performance results with confidence.
No two clients are the same. Each demands reporting with a specific look, data layout, and level of detail. GreenHill gives users the ability to customize each report to suit the needs of each client, configuring all elements like benchmarks, time periods, colors, and logos with ease.
Managers need their data to be correct and up-to-date. GreenHill routinely exceeds expectations to provide you with the most timely reporting within the industry.
When questions arise about reports, data, or presentations, managers need to turn to an expert for quick answers. That’s why each GreenHill client is assigned a dedicated customer service representative who works closely with their data. Our U.S.-based expert team members have an average 15 years’ experience in the performance reporting industry.
You can always trust a GreenHill report.
Jack Curran, EVP Sales, GreenHill
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ON-DEMAND WEBINAR Philanthropy: A Fundamental Tool for Trusted Advisors Wednesday, September 25, 2024 VIEW PANELISTS Hosted By: Welcome to the on-demand recording of our exclusive webinar, “Philanthropy: A Fundamental Tool
GreenHill Provides Seamless Data Migration Many wealth managers are unhappy with their current investment reporting solution. They want more flexibility and custom reporting, features their existing system does not provide.
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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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