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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.

About

With the MyPrivate Family Office Software, you get 360° coverage for all domains important to the Family. The software is installed on-site with no data stored in the cloud, providing unmatched data privacy and fraud protection. Payment processing is highly automated; we support the Swiss QR bill, Swiss/EU online banking, access to stock quotes, and forex rates. Integrated EDM across all modules provides you with instant access to the originals of important documents, such as invoices, certificates, and protocols. MyPrivate is a global solution covering all aspects of your personal and family life, regardless of its complexity or size.

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

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

Audience

Medium and high net-worth families in search of a tool to manage their important operations

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

No information available.
Free Version
Free Trial

Pricing

$384 per license
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

Greenlock
Switzerland
www.greenlock.io

Company Information

MyPrivate
Founded: 2013
Switzerland
myprivate.ch/en/

Alternatives

Alternatives

CoParent Calendar

CoParent Calendar

Brightwell Labs
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

Microsoft 365
Microsoft Azure
Microsoft Outlook
Windows 11

Integrations

Microsoft 365
Microsoft Azure
Microsoft Outlook
Windows 11
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