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.
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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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WealthArc

Category
Consolidated Reporting

Based in Switzerland, WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

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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


–


  • 2015


  • Clients are also owners


  • Switzerland


  • Zurich
  • Warsaw


  • Luxembourg
  • Monaco
  • Switzerland
  • United Arab Emirates
  • United States of America


  • $14 billion


–

Client
Focus

  • Multi-family offices

Secondary focus

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


  • External Asset Managers
  • Independent Financial Advisors
  • Registered Investment Advisors
  • Family Offices
  • Banks


  • Multi-family offices
  • Independent financial advisors
  • Fund managers
  • Banks


  • 50 IFAs/EAM
  • 2 banks
  • 4 MFOs
  • 1 fund manager

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
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (execution on platform)
  • Custodian Data Processing and Aggregation
  • Risk management
  • Portfolio and Risk Analytics
  • Portfolio Optimization and Monitoring


  • Automated reconciliation of portfolio data
  • Consolidation of bankable and non-bankable assets
  • Independent performance calculation
  • Portfolio Analysis
  • Document Management
  • Invoicing
  • Investment Limits / Guidelines
  • Model portfolios & rebalancing
  • Trade execution
  • CRM – KYC, notes, documents, history of client interactions
  • Legal Structure overview
  • Client Portal
  • Advanced user management (functionality and data access)


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (e.g. luxury cars, boats, high-value jewellery)


  • MiFID II
  • GDPR
  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

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

Mobile App

  • No


  • SaaS


  • We never import any sensitive data from custodians
  • Client sensitive data are stored in different data base server than portfolio data
  • AES 256 data encryption
  • 2 steps identification process (password + 2FA)
  • Local storage of data in Microsoft servers
  • Encrypted data in transit and at rest


  • Microsoft


  • Office 365 integration
  • Side by side integration with Refinitiv Eikon
  • Full integration with BlackRock 360
  • Full integration with MantaRisk Wealth
  • Integration with Greenlock.io


  • Access possible via any browser on mobile or tablet