ReportQuest produces institutional-quality reports that advisors use to deepen client relationships, support compliance reviews, and demonstrate the value of active management. Here is what is included.
Reporting is all we do. It has been all we have done since 1991. You are not a module on our platform -- you are the point of the platform.
Drill-down to the transaction level. Custom and blended benchmarking. Security-level attribution and contribution. Consolidated household reporting. Risk-adjusted analytics. Flexible report scheduling. All of it, built for the specific reporting demands of trust departments and advisory firms.
Years of performance calculations, transaction records, composite data, and audit trails are not a casualty of switching. Our team manages the migration, validates your historical data, and makes sure everything you had before is available on day one.
A U.S.-based specialist who knows your accounts and answers when you call. No ticket queues. No offshore support. The kind of service that used to be standard and is increasingly rare.
Institutional-grade reporting does not require an enterprise-level budget. Our pricing is structured to make comprehensive coverage of your full account book achievable -- not a premium reserved for your largest relationships.
ReportQuest integrates with leading custodians with no manual data entry and no IT project. We handle the connection setup from day one.
Most RIA clients are producing reports within weeks of signing on. GreenHill manages the onboarding -- you stay focused on clients.
Your dedicated GreenHill specialist knows your clients, your reporting preferences, and your workflow. Same-day response. Real expertise. No ticket queues.
Every report package is built around your firm's preferences and your clients' needs. We configure it with you -- and update it whenever you need.
GreenHill's starter package is priced to make the decision easy. Talk to us about what is included and what it would cost for your specific account count.
Your data and your clients' data are handled with independently audited security controls and calculation accuracy verified by The Spaulding Group.
Your history comes with you. GreenHill manages the full data transfer process — transaction records, performance calculations, composite data, and audit trails. Our team validates everything before you go live so that from day one, your historical data is intact, accurate, and accessible in ReportQuest. You do not lose years of work because you changed platforms.
Most firms are fully up and running within four to eight weeks. The timeline depends on the volume of accounts, the number of custodians involved, and the complexity of your historical data. We will scope it clearly at the start so there are no surprises.
We work with migrating firms to make the transition as straightforward as possible. Talk to us about your specific situation and we will give you a clear picture of what is involved and what it costs. For firms coming from a platform that is being discontinued, we have structured our onboarding to remove as many barriers as possible.
Yes. ReportQuest integrates with all major custodians including Schwab, Fidelity, Pershing, SEI, and others. If you are currently receiving data feeds from your custodian, those connections transfer to GreenHill. We handle the setup.
Better, in most cases. ReportQuest delivers institutional-grade reporting including drill-down to the transaction level, custom and blended benchmarking, security-level attribution and contribution analysis, consolidated household views, and risk-adjusted analytics including alpha, beta, and Sharpe ratio. We also produce reports in a modern, visually compelling format that advisors tell us their clients notice.
A dedicated U.S.-based GreenHill specialist who knows your accounts. Not a ticket queue. Not a general support line. A person who understands your book, responds the same day, and handles report customization requests directly. That level of support is built into your relationship with GreenHill, not an upgrade you pay extra for.
GreenHill has been an independent investment performance reporting firm since 1991. We are not a module inside a larger platform and we are not subject to the consolidation pressures affecting much of the industry right now. Our focus has not changed in over 30 years and it is not going to change. ReportQuest is TSG Certified by The Spaulding Group and SOC 2 Type II compliant.
Reach out to us directly at sales@ghill.com or call 301.444.1900. We will set up a conversation, understand your situation, and give you a clear picture of what transitioning to GreenHill would look like for your firm. No commitment required.
No commitment. No lengthy sales process. Just a straightforward conversation about what GreenHill ReportQuest would look like for your firm — pricing, timeline, what is included, and what it would take to get started. Most advisors walk away surprised by how simple and affordable it is.
No commitment required · Responds within one business day · U.S.-based team
Or reach us directly: sales@ghill.com · 301.444.1900
