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.
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
Related content
Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and managing investment fees, which can be complex and opaque. However, with the right software and expertise, family offices can take steps towards navigating investment costs more efficiently.
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
$100k-1M
Founded
2022
Ownership
Owned by management
Incorporated
Switzerland
Locations
Zurich
Top markets
- Switzerland
- United Kingdom
- Italy
- France
- Monaco
Focus
- Individual wealth owners
Serves also
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Fund managers
- Custodians
- Banks
- Exchange platforms
- Software and technology providers
Number
- 6 family offices
- 2 banks
- 3 RIAs
Confidential information covered by Non-Disclosure Agreement
Request ReferencesWhat do clients say about GreenLock?
"GreenLock provided us with eye-opening and eye-watering experience by identifying 40% cost reduction."
Large Institutional Wealth Administrator
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
FAQs
FAQs about GreenLock
Q
What is GreenLock?
A
GreenLock is an investment and Cost Management Software.
Q
What does GreenLock do?
A
It provides an all-in-one solution to analyse, manage, and optimise investment fees and associated costs.
Q
How does GreenLock work?
A
It uses a computation engine to extract from anonymised transactions ledger along with contractual agreements to produce a historical fee sheet. This data can then be analysed by employing slice-and-dice capabilities to assess the mandate costs, transaction volume, counterparty, and overall reduction potential. It also allows a thorough insight into the costs even at the individual intermediary levels to aid clients to plan out the most effective fee reduction strategies to implement in their operations.
In the media
