Greenlock vs Alwy

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Greenlock

Category
Consolidated Reporting

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

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aleta

Aleta

Category
Consolidated Reporting

Empower your family office with our all-in-one technology solution. Alwy provide advanced financial planning tools that streamline operations and enhance client experiences. By reducing the total cost of ownership, our platform helps you manage assets more efficiently, offering your end clients a smoother, more intuitive experience.

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Company
Employees

  • 0-10

Founded

  • 2022

Locations

  • Zurich

Top 5 Markets

  • Switzerland,
  • France,
  • United Kingdom,
  • United States of America,
  • Luxembourg

Ownership

  • Owned by management


  • 11-50


  • 2006


  • US and Denmark


  • New York
  • Copenhagen
  • Aarhus


  • United States of America
  • Denmark
  • United Kingdom
  • Singapore
  • Canada


  • $100 billion+


  • Owned by management
  • Clients are also owners

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


  • Single family offices


  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

Product
Main Tasks

  • Data Aggregation,
  • Consolidated Reporting,
  • Portfolio & Cost Analysis,
  • Risk Management

Top features

  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Ability to Whitelabel,
  • Transparency,
  • Visionary Purpose,
  • Proven Agility,
  • Custom Development Service

Assets supported

  • Alternatives,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Hedge Funds,
  • Insurance,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • REITS,
  • Real Estate,
  • Venture Capital,
  • Other

Whitelabel

  • Yes


  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements


  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations
  • Fully enabled API for export and import


  • Bankable or Financial Assets & Funds
  • Derivatives
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency


  • MiFID II
  • GDPR
  • SOC 2
  • SFDR


  • Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

  • Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

  • No


  • SAAS
  • Serviced software


  • Microsoft


  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API


  • Yes