Uniquely designed for your needs, we deliver a customized, decision-ready view of your wealth—clear, strategic, and built for owners, not managers.
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Features
Portfolio
Management
System
In-house team
Greenlock
Automated data extraction from banks
Automated data extraction from banks
Seamlessly pull account and transaction data directly from banks—no manual collection required.
Reconciliation per bank
Reconciliation per bank
Ensure each bank's reported data is consistent, complete, and cross-checked for accuracy.
Standardized reporting
Standardized reporting
All accounts and assets are presented in a unified format—making analysis and comparison effortless.
Personalized reporting for beneficiaries
Personalized reporting for beneficiaries
Generate tailored views for each family member or stakeholder based on roles, rights, or interests.
Dynamic addition/editing of report modules
Dynamic addition/editing of report modules
Easily add or adjust sections such as risk, return, fees, and benchmarks to reflect what matters most.
Reporting from an independent provider
Reporting from an independent provider
Our reports are free from institutional bias—providing neutral, owner-focused oversight.
Reporting automation
Reporting automation
Receive scheduled report snapshots directly via your preferred PMS or directly from custodians.
Inclusion of non-bank assets in reporting
Inclusion of non-bank assets in reporting
Capture and consolidate real estate, private equity, collectibles, and more alongside bankable assets.
We believe every sophisticated investor deserves fully customized reporting that reflects their unique talents, concerns, and priorities—empowering you to actively manage your wealth rather than passively review generic summaries.
We go beyond simple balances to measure capital efficiency by analyzing returns, fees, risks, and alignment with your goals. True efficiency requires digging deeper to fully understand your portfolio’s complexity.
Our reporting is fully independent and customizable, tailored specifically to your portfolio and priorities—not based on off-the-shelf templates.
We automate data extraction and reconciliation, significantly reducing manual effort and freeing your team to focus on strategic decisions.
Our data is independently sourced and verified, ensuring unbiased, transparent information you can trust for confident decision-making.
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