Related Products
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About
Wealth managers spend a significant portion of their time interacting with the asset management industry. They tell us that much of that time is spent fielding unqualified, misplaced and irrelevant calls. An innovative solution that bridges the information disconnect by allowing asset managers to quickly understand who they should be talking to, when and about what, helping wealth managers to spend time on issues that are important to them. Fundpath has made a declaration of commitment to carbon neutrality in accordance with PAS 2060. Fundpath will also encourage more effective practices and reduce those which are wasteful, therefore helping to reduce the industry’s indirect carbon emissions.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth and asset management industries searching for a next generation intelligent fintech solution that helps harness the power of collective data
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Audience
Professional trustees looking for a tool providing independent oversight and optimization of investment fees, performance, and portfolio efficiency
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationFundpath
Founded: 2021
United Kingdom
www.fundpath.co.uk
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Company InformationGreenlock
Switzerland
www.greenlock.io
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Categories |
Categories |
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Integrations
Microsoft Azure
Not Supported
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