Greenlock vs Private Wealth Systems

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.
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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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petaksys

PetakSys

Category
Technology provider

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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


  • 0-10


< 50 million


2022


  • Owned by management
  • Key staff also have ownership


Hungary


  • Budapest


  • Switzerland
  • United Kingdom
  • Luxembourg
  • Netherlands
  • France


-


-

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
  • Fund managers
  • Banks
  • Funds of funds


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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


  • Technology provider
  • Asset manager
  • Data
  • Portfolio management
  • Accounting
  • Development
  • Banking providers
  • CRM


  • Visionary purpose
  • Custom development service
  • Custom reports
  • Digital excellence
  • Banking providers
  • Ability to whitelabel
  • Full multi-currency support


  • Bankable or financial assets & funds
  • Cash & equivalents
  • Equities (developed and developing markets)
  • Fixed income (developed and developing markets)
  • Real estate
  • Commodities
  • Gold & precious metal
  • Venture capital


GDPR


Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

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

Mobile App

  • No


  • Fully standalone
  • SAAS
  • Serviced software


  • Linux
  • Microsoft
  • Google


  • Portfolio management systems
  • Accounting systems
  • CRM
  • Reporting systems (eg. SSRS)
  • Market data providers (Bloomberg, Refinitiv)


No