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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.

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 Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Wealth and asset management industries searching for a next generation intelligent fintech solution that helps harness the power of collective data

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Fundpath
Founded: 2021
United Kingdom
www.fundpath.co.uk

Company Information

Greenlock
Switzerland
www.greenlock.io

Alternatives

Alternatives

Assetmax

Assetmax

Fimax AMS
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Wealth Management Supported

Categories

Family Office Supported
Wealth Management Supported

Integrations

Microsoft Azure Not Supported

Integrations

Microsoft Azure Supported
Claim Fundpath and update features and information
Claim Fundpath and update features and information
Claim Greenlock and update features and information
Claim Greenlock and update features and information