Your investments forensics solution
Greenlock delivers an end-to-end automated solution to audit and optimise investment fees
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.
Custodian fees
Negative cash interest rate
Custody cash
Custody securities
Deposit fee rates
Cash opportunity cost
Mandate fees
Funds of Fund structures
Multi-Family Office services
Advisory mandate
All-in (discretionary) mandate
Investment management fees
Management fee
Administrative fee
Dealing charge
Performance fee
Retrocession and rebates
Transactional fees
Brokerage fees
Margin loan rates
FX fees
Bid/ask spread fees
Fee monitoring
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.
Speak with our advisors to learn how you can take control of your investment fees
