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About

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).

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

Businesses interested in a software solution for easily filing BOI reports

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

$199 per year per entity
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

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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

FileForms
Founded: 2023
fileforms.com

Company Information

Greenlock
Switzerland
www.greenlock.io

Alternatives

Alternatives

ERA EHS Software

ERA EHS Software

ERA Software Solutions
Assetmax

Assetmax

Fimax AMS
AIFMD Annex IV Reporting

AIFMD Annex IV Reporting

Matterhorn Reporting Services

Categories

Categories

Integrations

Microsoft Azure

Integrations

Microsoft Azure
Claim FileForms and update features and information
Claim FileForms and update features and information
Claim Greenlock and update features and information
Claim Greenlock and update features and information