GreenHill Investment Reporting

Effective performance reporting is key to building trust and attracting investors in private equity. Discover essential metrics like IRR and ROIC, plus best practices for accurate, timely reporting.   Learn how GreenHill’s expert reporting services can help your firm stand out and attract more capital!   #PrivateEquity #PerformanceReporting #InvestmentManagement #GreenHill #GreenHillInvestmentReporting 

Missed our exclusive webinar? Here’s your chance to catch up! We recently hosted “Philanthropy: A Fundamental Tool for Trusted Advisors,” where we discussed how to transform your client relationships through smarter philanthropy solutions. Sponsored by GreenHill Investment Reporting and GiftingNetwork, this session was packed with insights to help your organization elevate its approach. Here’s what you’ll learn from the webinar recording: - Streamlined gifting processes and investment reporting - Boost client satisfaction & strengthen relationships - Attract new clients and retain existing ones - Deliver greater reporting insights and automation Want to know how integrating philanthropy can set your firm apart? Feel free to reach out if you'd like to arrange a call to discuss how we can support your firm’s specific needs. #Philanthropy #ClientSuccess #InvestmentSolutions #Advisors #GreenHill #GreenHillInvestmentReporting #GiftingNetwork

At GreenHill, our technology is the cornerstone of seamless integration. Our cutting-edge solutions leverage APIs to effortlessly link with platforms like Fidelity and Schwab. These APIs and pre-existing integrations bypass lengthy development waits, ensuring hassle-free client implementations and experiences. Embrace efficiency and innovation with GreenHill's technology-driven solutions. Experience effortless integration and cutting-edge solutions with GreenHill's innovative technology. Learn more about our cutting-edge technology. #GreenHillDifference #InnovativeTechnology #EffortlessIntegration

For wealth management professionals facing the challenge of switching investment reporting platforms, fear of complex data migration often stands in the way. GreenHill simplifies this transition, offering seamless data migration with over 35 years of expertise. Recently, we helped a firm with $1.1 billion AUM complete a rapid conversion within 24 hours, reconfiguring over 1,000 performance segments without disrupting their operations. If you're exploring new performance reporting solutions, trust GreenHill to ensure a smooth, efficient transition. Learn more in our latest blog and discover how we can make your migration hassle-free.   #WealthManagement #DataMigration #FinancialTechnology #InvestmentReporting #ClientSuccess #WealthTech #FinancialServices #BusinessTransformation #GreenHill #GreenHillInvestmentReporting

REGISTER: https://lnkd.in/dzGJ7Mxk Join our upcoming webinar, Philanthropy: A Fundamental Tool for Trusted Advisors, to explore how philanthropy can strengthen relationships, attract new donors, and increase profitability. Learn how integrating philanthropy into your advisory services can offer personalized, tax-advantaged strategies that align with long-term goals and values. Discover the innovative partnership between GiftingNetwork and GreenHill, providing streamlined solutions for charitable giving and investment performance reporting. Register today to reserve your spot. #Philanthropy #Webinar #TrustedAdvisors #ProfessionalDevelopment #GreenHill #GreenHillInvestmentReporting

We’re thrilled to announce our active participation in Drexel University's esteemed "Senior Project" program! Over the past year, our team at GreenHill has had the privilege of working closely with bright and talented Drexel students, offering them hands-on experience in the financial services technology industry. This partnership underscores our commitment to nurturing the next generation of professionals in our field. Our President, Bill McFadden, and CTO, Brian Hassel, have personally dedicated time to mentor these students, guiding them through complex real-world challenges. Bill shared, “Participating in Drexel’s Senior Project program has been an incredible experience. The students are not only smart but also bring fresh, innovative ideas that have been truly inspiring. We’re proud to support this program and look forward to seeing these future leaders excel in their careers.” We also extend our thanks to Professor Jeffrey Salvage and Drexel University’s College of Computing & Informatics for facilitating such a valuable learning opportunity. This collaborative effort has been enriching for both our team and the students involved. Stay tuned for more updates as we prepare to unveil the exciting outcomes of this collaboration in the coming months! #GreenHill #GreenHillInvestmentReporting #DrexelUniversity #SeniorProject #Innovation #NextGenLeaders #FinancialTech #Education #Collaboration

We are pleased to recognize K. Zoë S., GreenHill’s Director of Client Services, for devoting over 25 years to delivering the best customer experience to GreenHill’s clients. As Director of Client Services, K. Zoë manages GreenHill’s investment performance professionals, ensuring they achieve 99% SLA adherence while delivering white-glove customer support. She continuously develops customer-centric strategies to boost client satisfaction and identify critical touchpoints, pain points, and opportunities for improvement, because, as she says, “My commitment to CX runs bone marrow deep. People are my thing.” K. Zoë’s programs are recognized and appreciated by GreenHill’s clients, some of whom she has been working with for 20 years. Thanks to her leadership, GreenHill’s clients know they can call their account managers at any time, with any question, and their account managers will answer the call to help. Her commitment to customer service does not end with the client services team. K. Zoë is currently working on a comprehensive Voice of the Customer program to help the entire GreenHill team better understand client challenges and proactively remove obstacles their clients face – before those obstacles become problems. This program is built on three pillars: 1.     Deliver personalized, high-touch service with a digital-first approach 2.     Focus on understanding each client's unique needs 3.     Deliver a superior customer experience Together, the GreenHill team will transmute obstacles into gains for their clients. #GreenHill #GreenHillInvestmentReporting #PerformanceReporting #InvestmentReporting #TechLeadership

Discover how technological advances are transforming performance reporting in our latest blog, "Technological Advances: Revolutionizing Performance Reporting Across All Platforms." Learn about the benefits of automation, cloud-based platforms, and advanced data analytics, all of which enhance accuracy, efficiency, and transparency in investment management. At GreenHill, our platform, ReportQuest, is at the forefront of this innovation. #GreenHill #GreenHillInvestmentReporting #PerformanceReporting #Innovation #InvestmentManagement #ReportQuest

Recently, one of our clients created a new private equity classification with their trust accounting system and had informed us of the upcoming changes. Private equity is a historically challenging asset class due to the ambiguous and volatile nature of the investments. Our client was made aware of these challenges yet wanted to move forward with tracking the performance of the private equity investments. Working in close collaboration with the client we were able to fit their new private equity segment within their existing segment schema and create customized reports that succinctly captured this information to the client’s ultimate satisfaction. Yet another example of the difference made by a smart, experienced, responsive customer service team providing uninterrupted service and innovative solutions to ensure that our clients' needs are met with precision and care. #CustomerSuccess #InnovationInFinance #GreenHill #PrivateEquity #AssetManagement #InvestmentReporting

In a tech-driven world, exceptional customer service is often overlooked. Accurate reports are crucial, but having a partner invested in your success is invaluable. At GreenHill, we define white-glove service, offering customized support that goes beyond expectations. Partner with GreenHill for reliable, timely, and tailored investment reporting, and gain a trusted ally committed to your success. Click below to read the full blog. #GreenHill #GreenHillInvestmentReporting #PerformanceReporting #InvestmentReporting #CustomerService #WhiteGloveService #TrustworthyPartner