Greenlock vs Asora

You are looking for alternatives to Greenlock. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Greenlock

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.

Alwy

Accelerator

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

Employees

0-10

Founded

2022

Locations

Zurich

Top 5 Markets

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

Ownership

Owned by management

0-10

2020

Stockholm

Sweden,
Norway,
Netherlands,
Belgium,
United Kingdom

Key staff also have ownership,
Owned by management,
External investors (neither clients nor staff)

Client

Focus

Multi-family offices

Secondary focus

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

Multi-family offices

Individual wealth owners,
Single family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Custodians,
Banks,
Pensions,
Funds of funds

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

Accelerator,
Advisors,
Compliance,
Consolidated Reporting,
CRM,
Data Aggregation,
Data,
Technology provider,
Asset Managers,
Engagement Platform,
Investing Technology,
Risk Management,
Portfolio Management,
Portfolio & Cost Analysis

Ability to Whitelabel,
Banking Providers
Custom Development Service,
Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Mobile App,
Proven Agility,
Sustainability,
Transparency,
Visionary Purpose

Alternatives,
Art & Collectibles
Bankable or Financial Assets & Funds,
Art & Collectibles,
Commercial,
Commodities,
Cryptocurrency,
Developed Markets,
Developing Markets,
Digital Assets & Cryptocurrencies
Direct Private Equity,
Equities,
Fixed Income,
Foreign Exchange,
Gold & Precious Metals,
Insurance,
Hedge Funds,
Infrastructure,
Lifestyle Assets & Rare Collectibles,
Music Royalty,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
Real Estate,
REITS,
Residential,
Venture Capital,
Warehousing & Industrial

Technology

Type Of Software

Serviced software,
SAAS

Integrations

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

Mobile App

SAAS,
Fully Standalone,
Serviced Software

We offer a wide range of software integrations to meet the needs of our clients. Key integrations include API connectivity with leading financial platforms, trading systems and CRM systems. Additionally, we support integrations with data analytics tools, and custodial platforms to ensure seamless operations and comprehensive data management across your organisation.