Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Proton Pass Reviews & Ratings
    4.8 out of 5 stars 31,996 Ratings
    Company Website for Proton Pass
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,836 Ratings
    Company Website for Sage Intacct
  • CompUp Reviews & Ratings
    4.9 out of 5 stars 66 Ratings
    Company Website for CompUp
  • D&B Credit Insights Reviews & Ratings
    4.2 out of 5 stars 70 Ratings
    Company Website for D&B Credit Insights
  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,841 Ratings
    Company Website for Nexo
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • Emtrain Reviews & Ratings
    4.6 out of 5 stars 53 Ratings
    Company Website for Emtrain
  • D&B Connect Reviews & Ratings
    4.1 out of 5 stars 189 Ratings
    Company Website for D&B Connect
  • CareLineLive Reviews & Ratings
    4.7 out of 5 stars 182 Ratings
    Company Website for CareLineLive
  • Haast Reviews & Ratings
    4.9 out of 5 stars 5 Ratings
    Company Website for Haast

What is Greenlock?

Greenlock functions as an independent wealth management platform that employs a Swiss-based zero-knowledge architecture, ensuring complete transparency and capital efficiency for both single-family and multi-family offices. The platform provides a wide array of services such as thorough fee benchmarking and reduction, performance audits, optimization of private equity and venture capital investments, real estate management, executive reporting, and core capital risk monitoring. By utilizing sophisticated analytics and net-of-fee evaluations, it uncovers hidden costs associated with banks, private equity, and hedge funds, empowering wealth owners to make well-informed, fee-sensitive decisions. Family offices gain the advantage of generating personalized, automated reports that can be customized to tackle aspects like risk, returns, fees, benchmarks, and non-bank assets. Greenlock integrates effortlessly with existing systems and operates without the sale of financial products or the management of client assets, ensuring that its incentives are entirely aligned with the interests of the owners. With over $2 billion in assets under management, the platform has consistently delivered notable fee reductions for its clients, underscoring its role as a valuable partner in wealth management. This unique capability enables Greenlock to remain agile and responsive to the changing demands of family offices in the current financial environment while continuously striving for excellence.

What is Dasseti?

Dasseti provides cutting-edge software solutions specifically designed for the due diligence and oversight of asset and fund managers. By incorporating a comprehensive and flexible array of features, Dasseti simplifies the evaluation of funds with innovative tools like a digital due diligence questionnaire engine, an automated system for flagging and scoring responses, management of research and reviews, customer relationship management (CRM), collaboration capabilities, workflow oversight, an external managers portal, and extensive analytics. Our goal is to empower both investors and investment consultants to improve the efficiency of their fund monitoring and due diligence efforts through advanced digitization and automation techniques. The services offered by Dasseti cater to a wide range of clients, including investment consultants, pension funds, sovereign wealth funds, endowments, foundations, family offices, wealth management firms, funds of funds, insurance firms, and banks, assisting them in the selection and oversight of managers across various asset classes like equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti seeks to transform the way these organizations handle their investment strategies and build relationships, fostering a more efficient, transparent, and effective investment landscape. In doing so, we aspire to set a new standard in the industry for due diligence and asset management practices.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure
Amazon Web Services (AWS)
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Greenlock

Company Location

Switzerland

Company Website

www.greenlock.io

Company Facts

Organization Name

Dasseti

Date Founded

2018

Company Location

United States

Company Website

www.dasseti.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Due Diligence

Not specified

Family Office

Not specified

Investment Management

Benchmarking
Client Management
Performance Metrics
Portfolio Management
Risk Management

Research Management

Not specified

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Fusion Invest Reviews & Ratings

Fusion Invest

Finastra
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars
PackHedgeâ„¢ Reviews & Ratings

PackHedgeâ„¢

FinLab Solutions SA
5.0 out of 5 stars