+
+

Related Products

  • Procare
    3,573 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website
  • ROLLER
    258 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Kinderpedia
    309 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • CareLineLive
    181 Ratings
    Visit Website

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.

About

Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals in need of a solution for stewardship of complex family wealth

Audience

Professional trustees looking for a tool providing independent oversight and optimization of investment fees, performance, and portfolio efficiency

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2000.00/year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com

Company Information

Greenlock
Switzerland
www.greenlock.io

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Alternatives

Assetmax

Assetmax

Fimax AMS
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Integrations

Microsoft Azure

Integrations

Microsoft Azure
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
Claim Greenlock and update features and information
Claim Greenlock and update features and information