Greenlock vs WealthArc
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
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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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
- 2020
- United States of America
- 20,000,000,000
- Owned by management,
- Key staff also have ownership,
- Clients are also owners,
- 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),
- Endowments
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,
- Data,
- Data Aggregation,
- Developers,
- Portfolio Management,
- Investing Technology,
- Technology Provider
- Ability to Whitelabel,
- Custom Development Service,
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Mobile App,
- Other Services,
- Proven Agility,
- Transparency
- Art & Collectables,
- Alternatives,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Cryptocurrency,
- Commodities,
- Developed Markets,
- Developing Markets,
- Digital Assets & Crypto Currency,
- Direct Private Equity,
- Equities,
- Foreign Exchange,
- Fixed Income,
- Hedge Funds,
- Gold & Precious Metals,
- Insurance,
- Infrastructure,
- Lifestyle Assets & Rare Collectables,
- Music Royalty,
- Other, Private Equity,
- Private Debt,
- Private Equity & Direct Investments,
- Private Equity Funds,
- Real Estate,
- Residential,
- Warehousing & Industrial,
- Venture Capital
- 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
- We pull and push data to any 3rd party system
- Yes