Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
MyFO is a comprehensive, cloud-based wealth management solution designed specifically for family offices and affluent individuals, integrating assets, accounts, documents, and scenario analysis into a unified, secure platform. The system aggregates vital financial data and key contacts while harnessing AI for the analysis and ingestion of alternative asset documents, providing clear mapping of various entities like trusts and operating companies. Additionally, it features a secure document storage system and a task management tool for enhanced collaboration, along with real-time accounting and bank integration for up-to-date reporting. Users benefit from benchmarking capabilities and detailed Scenario Modeling to assess potential investment results. With a premium onboarding experience completed in just hours, MyFO prioritizes user-friendliness and clarity, offering real-time dashboards and intricate entity mapping to manage complex ownership structures effectively. Furthermore, this platform enhances decision-making by streamlining workflows and ensuring that users have access to the most relevant information at their fingertips.
API Access
Has API
API Access
Has API
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
MyFO
Founded
2021
Country
Canada
Website
myfotech.com