Performance Reporting Partner for
Wealth Managers

REDUCE WORKLOAD  |  MAINTAIN VISIBILITY  |  IDENTIFY OPPORTUNITY  |  MINIMIZE RISK  |  MAXIMIZE OUTCOMES

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 wealth managers to tell their investment stories with confidence.

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GreenHill Empowers You

PROFESSIONAL REPORT PRESENTATIONS

Competing with the slick reporting presentations that RIAs use? Struggling to transform trust accounting system reports into a more professional layout? GreenHill’s reports are designed to blend style and readability into a pleasing, professional report that allows managers to compete with more sophisticated systems and win more business.

DATA INTEGRITY

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.

CUSTOMIZED AND FLEXIBLE REPORTING

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.

PUNCTUALITY

Managers need their data to be correct and up-to-date. GreenHill surpasses its stated SLA 95% of the time to ensure that all client data is ready, accurate, and available for the manager’s use, whenever its needed.

SERVICE AND EXPERTISE

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 account manager who works closely with their data. Our U.S.-based expert account managers have an average 15 years’ experience in the performance reporting industry.

You can always trust a GreenHill report.
Wealth Strategies Manager, Jackson, MS

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GreenHill Makes Performance Personal

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We’ll become a trusted member of your team. Our approach is to become a trusted member of your staff, 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.