GreenLock

GreenLock has a focus on analyzing, benchmarking, managing and monitoring fees. Our recent pilot for a client discovered a savings potential of over 40% for managing their assets.

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Contact GreenLock

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets GreenLock apart?

"At GreenLock we are helping our clients to optimise and get the control back of their investment fees."
Katya Krylova

Products and services

Get an overview of what this software does.

Main Tasks

  • Analyse, manage and monitor investment fees and associated costs
  • Accounting
  • Consolidated Reporting
  • Data
  • Data Aggregation
  • Institutional Investor
  • Technology provider

Top Features

  • Anonymise and curate transactions ledger
  • Automate analysis of investment fees and associated costs
  • Analyse & benchmark
  • Pathway analysis
  • Plan & monitor cost savings strategies
  • User dashboards

Whitelabel

Yes

Type Of Software

SAAS

Ecosystem

  • Microsoft
  • Azure web services
  • PowerBI

Mobile App

yes

Type of data

Transaction level

Accuracy

GreenLock gets the data directly from its clients and their service providers. The company enriches the data by their proprietary fees benchmark.

Time to new custodian

2 weeks

Cost structure

Data based (per data feed integrated)

Pricing model

GreenLock offers two-tiered pricing models:
– Passive investment cost monitoring & control
– Fee reduction negotiation strategy & execution

greenlock

Category

Technology provider

Country

Switzerland

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katya krylova greenlock

Katya Krylova

Switzerland

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

0-10

Revenue

$50-200 million

Founded

2022

Incorporated

Switzerland

Locations

Zurich

Top 5 Markets

  • Switzerland
  • United Kingdom
  • Italy
  • France
  • Monaco

Total AUM

NA

Ownership

Owned by management

Focus

  • Individual wealth owners

Secondary focus

  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Custodians
  • Banks
  • Exchange platforms
  • Software and technology providers

Clients

  • 6 family offices
  • 2 banks
  • 3 RIAs

Confidential information covered by Non-Disclosure Agreement

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Support & services

Learn what support and services you can expect

Added Services

Data

Support options

General contact mail or phone

Onboarding

2 weeks

Customisation

The software is fully customised

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Simple solutions for complex times.