Investment Reporting for
Family Offices

AGGREGATED UP-TO-DATE REPORTING | ROLE-BASED ACCESS | INTEGRATION WITH LEADING CUSTODIANS | STREAMLINE INFORMATION MANAGEMENT | MONITOR PERFORMANCE FROM A SINGLE SOURCE

Eliminate complicated, error-prone, and time-consuming manual spreadsheet management and reporting

Leverage up-to-date reports that blend high level analysis and detailed drill-down exploration

Customize each report to suit your needs and the preferences of each family member

Implement role-based access to control what information is available to each person

Slice views by unique preferences like time periods, sectors, or specific benchmarks

GreenHill brings professional, sophisticated browser-based reporting, dashboards and analysis to your family office. Through our robust integrations to leading custodians, we aggregate financial data into a single role-based reporting structure, enabling you to present investment summaries and detail to family members in the way they prefer.

Image by Tyler Nix

GreenHill Empowers You

ONE CONSOLIDATED VIEW

No more data silos. Seamlessly aggregate data and access dashboards across multiple platforms to track performance at various levels of reporting, across all asset classes whether managed or unmanaged, all in one place. See across siloed asset classes with a single dashboard display.

SIMPLIFY &STREAMLINE COMPLEX REPORTING PROCESSES

Access reports easily and conveniently 24x7x365 with browser-based portfolio reporting, analytics, and dashboards. Streamline how you manage, access, and reconcile your data to identify inconsistencies and resolve issues, from multi source information and eliminating manual spreadsheets and effort.

FULLY-CUSTOMIZEABLE REPORTS

With GreenHill, you can build customized intelligent reports tailored to your needs to meet family preferences and goals.  You and your clients can access reports easily and conveniently 24x7x365 with browser-based portfolio reporting, analytics, and dashboards.

CONSOLIDATE AND INTEGRATE WITH LEADING BANK, BROKERAGE AND CUSTODIAL SYSTEMS

GreenHill seamlessly integrates with leading custodial systems and data providers to consolidate reporting all in one place. Our Customer Assistance Service Teams help ensure that the integrity of your data is pristine and your connections are up and running to support your reporting needs.

Our goal for family offices is to bring an intuitive, professional reporting and presentation layer to their day-to-day operations to allow them to consolidate views of the family’s portfolio and provide role-based views on positions and performance to keep family members informed and confident in ongoing performance.
Bill McFadden, President, GreenHill

Sign Language Communication

GreenHill Makes Performance Personal

computer-screen-enterprise-composite.png

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.