Investment Reporting for
Registered Investment Advisors

PROFESSIONAL, SOPHISTICATED REPORTING | IMPROVE OUTCOMES | MONITOR COMPLIANCE RISK | SUPPORT YOUR BRAND

Tell the story your way with our full-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 lets you 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 their end clients’ investment stories with confidence.

Couple Sitting with Financial Advisor

GreenHill Empowers You

SEE EVERYTHING IN ONE PLACE 

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.

EXTEND YOUR PORTFOLIO MANAGEMENT SYSTEM

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.

TAILOR
COMMUNICATIONS
WITH FULLY-CUSTOMIZEABLE
REPORTS

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.

INTEGRATE WITH LEADING CUSTODIAL SYSTEMS

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.

PROACTIVELY MONITOR COMPLIANCE RISK

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.

ACHIEVE BETTER INVESMENT OUTCOMES FOR YOUR CLIENTS

Monitor your clients’ portfolios via customized, real time reporting to achieve better investment outcomes for your end customers.

Today’s investment advisors are facing increasing pressure to provide online access to real-time reporting and analysis that satisfies the needs of their tech-savvy client investors. GreenHill’s goal for RIAs is to easily provide a layer of professional, sophisticated reporting and analysis that draws from integrated custodian data to give investors a comprehensive view of their portfolios.
Jack Curran, EVP Sales, GreenHill

Image by Austin Distel

GreenHill Makes Performance Personal

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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.