Greenlock vs Etops

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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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Eton Logo

Eton Solutions

Category
Fully Integrated Platform

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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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


  • 400+


  • 2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners


  • United States of America


  • Chapel Hill, North Carolina
  • Bangalore, India
  • Singapore 
  • Dubai


  • United States of America
  • Switzerland
  • India
  • Singapore
  • Hong Kong


  • $936 billion


  • $100 Million – $80 Billion

Client
Focus

  • Multi-family offices

Secondary focus

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


  • Single-family offices
  • Multi-family offices
  • Wealth Owners 
  • Registered Investment Advisors


  • Business Managers
  • Trust Companies 
  • Financial Institutions 
  • Big 4 Accounting & Professional Services Firms

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


  • Cybersecurity and Privacy
  • Cloud Native
  • Artificial Intelligence
  • Business Continuity and Disaster Recovery
  • Entity and Relationship Management
  • Security Master Management
  • Workflows and Audit Trails
  • Data Integration and Aggregation
  • Virtual Office
  • Integrated Transaction Processing
  • Integrated Document Management
  • Integrated General Ledger Accounting
  • Integrated Trust Accounting
  • Integrated Partnership/Fund Accounting
  • Integrated Portfolio Management and Performance Reporting
  • Integrated Cash Management
  • Integrated Tax Ledger
  • Integrated Private Loan Module
  • Client Reporting, including Multi-Currency


  • Cybersecurity and Privacy
    • Azure Cloud Native Single Tenanted Architecture
    • Local Data Residency with In-Country Hosting
    • Proactive 24 x 7 Monitoring, including AI-driven Threat Intelligence
    • Integrated Single Sign-On (SSO), Multi-Factor Authentication (MFA) and Customer Supplied Encryption Keys

    Artificial Intelligence

    • EtonAI™
    • Patent Pending Contextual OCR Technology for automated document processing
    • Patent Pending Dynamic Visualization

    Entity and Relationship Management

    • Supports all types of entities such as Individuals, LLCs, Partnerships, Trusts, Foundations, Operating Companies, etc.
    • Customizable Chart of Accounts
    • Related Parties Tracking

    Data Integration

    • Automated data feed processing and aggregation
    • Mechanisms supported SFTP, APIs and Bulk Upload
    • Historical Data Migration

    Document Management

    • Stores 250+ document type with role-based access control
    • Automated indexing, classification, and tagging of documents
    • Semantic Search with EtonGPT

    General Ledger Accounting

    • Automated Journal Entries
    • Financial Statements, including Financial Statement Groupings
    • Omnibus Accounting

    Trust Accounting

    • Structured repository for Beneficiaries, Grantors, and Trustees
    • Trust Income Distribution Calculation and Execution
    • Annual Account Reviews in accordance with Regulation 9 (Reg 9)

    Partnership/Fund Accounting

    • Capital Call, Capital Distribution and Manager Statement Processing
    • Income and Distribution Calculation and Distribution (Pro Rata to Waterfall Method)
    • Capital Commitment Grid

    Portfolio Management and Performance Reporting

    • Multi-Asset Class Security Master, including custom fields
    • Investment Objectives and Benchmarks
    • Total net worth performance, including Look Thru and Roll up reporting

    Cash Management

    • Payment methods supported (Check Printing, ACH, Domestic Wires, International Wires, Account Transfers, Check Positive Pay)
    • BILL Integration
    • Fee Billing

    Tax Ledger

    • Automated Tax Classification, customizable to local jurisdiction
    • Canadian Average Tax
    • 1099 Preparation

    Operations

    • Reconciliation, including Exception Management and Period Close
    • Cash Flow Forecast
    • Trade Capture

    Client Reporting

    • Digital Channels – iPad, Mobile App, Client Portal, including secure messaging
    • Power BI Dashboards, including Paginated Reports
    • APIs and Excel Plugins


  • All asset classes are supported on the platform with over 30+ attributes, including custom fields 
    • Liquid investments (Equities, Bonds/Fixed Income, Cash, T-Bills, ETFs, etc.)
    • Illiquid investments (Hedge Funds, Fund of Funds, Private Equity, Real Estate, Insurance, etc.)
    • Personal Assets (Cars, Private Jet, Yacht, Residences, Jewelry, Art, etc.)


  • Industry Certifications: Certified for ISO 42001 (Artificial Intelligence Management Systems), ISO 27001 (Security), ISO 27701 (Privacy) SOC1 & SOC2 (Service Organization Controls)
  • Adheres to GDPR,, NY DFS, CSA STAR, FED RAMP and CCPA standards


  • Yes (Tenant Portal, Client Portal, Mobile App, iPad, Paginated Reports)

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

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

Mobile App

  • No


  • SaaS


  • Microsoft Azure Cloud Native Architecture (CNA)
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Disaster Recovery and Business Continuity
  • Pro-active 24×7 Monitoring of client data
  • Trusted Security and Computing Infrastructure
  • Integrated Single Sign-On (SSO) and Multi-Factor Authentication
  • (MFA)
  • Inheritable Maturity – Certified for ISO 42001 (Artificial Intelligence Management Systems), ISO 27001 (Security), ISO 27701 (Privacy) SOC1 & SOC2 (Service Organization Controls)
  • AI-Driven Threat Intelligence
  • Fine Granular Access with Entity Level Visibility
  • Local Data Residency with In-Country Hosting


  • Microsoft Azure


  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources 
  • Bill.com
  • Advisor Peak
  • AtlasFive APIs


  • Yes