OpenSolution

OpenSolution

Openfinance
Greenlock OpenSolution

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Greenlock:

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.
OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
Greenlock:

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
OpenSolution:

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
Greenlock:

Audience

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

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
Greenlock:

Support

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

Support

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

API

Offers API Not Supported
OpenSolution:

API

Offers API Not Supported
Greenlock:

Screenshots and Videos

OpenSolution:

Screenshots and Videos

Greenlock:

Pricing

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

Pricing

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

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:

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OpenSolution:

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
Greenlock:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
OpenSolution:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Greenlock:

Company Information

Greenlock
Switzerland
www.greenlock.io
OpenSolution:

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
Greenlock:

Alternatives

OpenSolution:

Alternatives

MoneyWare

MoneyWare

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Greenlock:
OpenSolution:
Greenlock:
OpenSolution:
Tower

Tower

TechRules
Greenlock:
Assetmax

Assetmax

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OpenSolution:
Greenlock:
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Greenlock:

Categories

Family Office Supported
Wealth Management Supported
OpenSolution:

Categories

Wealth Management Supported
Greenlock:

Integrations

Microsoft Azure Supported
Vertalo Not Supported
OpenSolution:

Integrations

Microsoft Azure Not Supported
Vertalo Supported
Greenlock:
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Claim Greenlock and update features and information
OpenSolution:
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Claim OpenSolution and update features and information