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ease
features
design
support

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Description

Greenlock operates as an autonomous wealth management platform that utilizes a Swiss-based, zero-knowledge framework, providing full transparency and capital efficiency for both single- and multi-family offices. The platform offers extensive services including comprehensive fee benchmarking and reduction, performance audits, optimization of private equity and venture capital portfolios, real estate oversight, executive reporting, and core capital risk monitoring. By leveraging advanced analytics and net-of-fee assessments, it reveals hidden expenses such as those from banks, private equity, and hedge funds, enabling wealth owners to make informed, fee-conscious choices. Family offices benefit from the ability to create customized, automated reports featuring modules that can be tailored to address risk, returns, fees, benchmarks, and non-bank assets. Greenlock seamlessly integrates with current systems and operates without selling financial products or managing client assets, thereby maintaining incentives that are fully aligned with the owners' interests. Managing more than $2 billion in assets, the platform has successfully achieved significant fee reductions for its clientele, reinforcing its value as a partner in wealth management. This capacity allows it to continually adapt and respond to the evolving needs of family offices in today's financial landscape.

Description

Our flexible architecture and cohesive API furnish all the essential components needed to create, evaluate, and launch your digital wealth solutions swiftly. We deliver scalability and reliability for businesses of any scale, with connections that unlock fresh distribution opportunities. By minimizing service expenses, managing changes, and reducing maintenance costs, we enable you to allocate more resources towards attracting clients. Additionally, we assist in addressing the changing demands of a diverse client base by facilitating product growth and multi-channel support. Our future plans include introducing a comprehensive array of features alongside ready-made integrations to a marketplace of specialized service providers, empowering wealth managers to accomplish a wider range of tasks within a single platform. This approach not only enhances efficiency but also fosters innovation in wealth management practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure

Integrations

Microsoft Azure

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Greenlock

Country

Switzerland

Website

www.greenlock.io

Vendor Details

Company Name

WealthOS

Founded

2019

Country

United Kingdom

Website

wealthos.cloud/

Product Features

Product Features

Alternatives

Alternatives