Your investments forensics solution
Value of Greenlock Fee Hub
of hidden fees uncovered
investment process costs saved
of manual workload eliminated
Investment fees forensics solution
Free up your finance and analytics teams from day-to-day inefficiencies of reconciling your contractual fee tables with the actual costs incurred through custodians, brokerage, investment advisors and portfolio managers.
Greenlock delivers an end-to-end automated solution to aggregate and analyse investment fee streams. We focus on value for money by analysing your total cost of investment and benchmarking the individual fee components against industry-leading practices.
Uncover hidden costs that may constitute over 50% of your total investment process costs
Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points
Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead
Negative cash interest rate
Deposit fee rates
Cash opportunity cost
Funds of Fund structures
Multi-Family Office services
All-in (discretionary) mandate
Investment management fees
Retrocession and rebates
Margin loan rates
Bid/ask spread fees
Unique to Greenlock, our machine-learning algorithms proactively recommend cost-saving strategies based on 50+ uses-cases. Ranking initiatives by size and ease of implementation allows you to focus on low-hanging fruit first.
Yet we remain mindful of your long-term relations with the intermediaries, ensuring the initiatives do not comprise successful partnerships. Our tracking engine monitors outcomes across time, delivering tangible hard savings.
Compare your investment costs across portfolios and time, and make informed decisions on your future allocations
Auto-generated strategies outline a step-by-step process to bringing in hard savings. Initiatives prioritization ensures you focus on what delivers the most value at the quickest speed
Use our library of ETF funds to search for lower-cost alternatives delivering the same strategy
Speak with our advisors to learn how you can take control of your investment fees
Key components for Multi-Family Office (MFO) costs are advisory, in-house products and rebates
How 1% savings in fees can lead to 20% total return over ten years
One of the essential weapons we employ in our warfare is the benchmark
Key components for Multi-Family Office (MFO) costs are advisory, in-house products and rebates.
Investors should pay attention to hidden fees in investments like management and forex fees and negotiate for better terms.