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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
Boost client engagement by collaborating with their family and professional connections while ensuring top-tier security measures are in place. A prominent fintech consulting firm based in New York City has recognized us as the "clear choice" for organizational needs, highlighting our focus on estate planning and a seamless user experience. Ineffective document management systems can severely hinder client interactions, making it essential to engage clients in a proactive manner. By receiving timely notifications about client activities, you can anticipate their needs before they even make a request. Currently, staff members often resort to collaborating outside established portals, utilizing emails and cloud drive links, which can lead to inefficiencies. This approach can consume countless hours that could be better spent on productive tasks. Our solution offers real-time synchronization with your current cloud storage, significantly minimizing administrative burdens. By avoiding the sending of emails with attachments or links, we also mitigate compliance and security risks. The intuitive, user-friendly interface we provide helps to lessen client inquiries, while existing portals often restrict collaboration to only the primary client contact. Our platform allows for straightforward teamwork with external parties, and controlled access ensures that only the appropriate contacts can view sensitive information, thereby enhancing overall security and cooperation. This comprehensive approach not only streamlines processes but also fosters a more engaged client relationship.
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
SideDrawer
Founded
2018
Country
Canada
Website
sidedrawer.com/professionals.html
Product Features
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control