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Your investments forensics solution

Greenlock delivers an end-to-end automated solution to audit and optimise investment fees

Value of Greenlock Fee Hub

Unlock additional income of 1% AUM, no risk attached

95
%

of hidden fees uncovered

50
%

investment process costs saved

80
%

of manual workload eliminated

Investment fees forensics solution

Uncover >90% of the costs associated with your investment process

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.

Understand the total cost of your investment process

Understand the total cost of your investment process

Uncover hidden costs that may constitute over 50% of your total investment process costs

Uncover hidden costs that may constitute over 50% of your total investment process costs

Ensure investment intermediaries
are delivering value

Ensure investment intermediaries
are delivering value

Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points

Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points

Eliminate manual workloads
and receive insight

Eliminate manual workloads
and receive insight

Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead

Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead

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

Greenlock targets >90%
of all investment process costs monitoring 30+ fee types

Fee monitoring

Seamlessly execute
your cost-saving strategies

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.

Gain visibility and control

Gain visibility and control

Compare your investment costs across portfolios and time, and make informed decisions on your future allocations

Compare your investment costs across portfolios and time, and make informed decisions on your future allocations

Bring investment process fees under management

Bring investment process fees under management

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

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

Align your execution strategy to the lower-cost alternative

Align your execution strategy to the lower-cost alternative

Use our library of ETF funds to search for lower-cost alternatives delivering the same strategy

Use our library of ETF funds to search for lower-cost alternatives delivering the same strategy

Discover how
Greenlock can help you

Speak with our advisors to learn how you can take control of your investment fees

Get a demo
Get a demo
Get a demo
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