Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • CompUp Reviews & Ratings
    66 Ratings
    Company Website
  • D&B Connect Reviews & Ratings
    180 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,412 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,446 Ratings
    Company Website
  • Setyl Reviews & Ratings
    41 Ratings
    Company Website
  • Juspay Reviews & Ratings
    15 Ratings
    Company Website
  • The Asset Guardian EAM (TAG) Reviews & Ratings
    22 Ratings
    Company Website
  • EZO AssetSonar Reviews & Ratings
    95 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website

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 DployAI?

DployAI focuses on the implementation and integration of artificial intelligence technologies, primarily aimed at assisting family offices by offering tailored AI solutions and driving their digital transformation. Their offerings include the automation of financial operations, streamlining repetitive activities, and enhancing decision-making through custom algorithms designed for portfolio management, risk assessment, and trend analysis. Clients benefit from the creation of specialized AI models, personalized consulting services, and ongoing training to ensure the optimal use and effectiveness of their systems. DployAI claims that its efforts can boost operational efficiency by 40%, achieve over 99 successful system integrations, and enable finance teams to reduce their weekly working hours by around 20%, emphasizing their dedication to fostering efficiency improvements and providing comprehensive AI-powered financial insights. By positioning themselves as a catalyst for cutting-edge financial solutions, DployAI empowers family offices to navigate and succeed in a rapidly evolving economic environment. The company’s commitment to innovation and support helps clients stay ahead of the curve in the financial sector.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Greenlock

Company Location

Switzerland

Company Website

www.greenlock.io

Company Facts

Organization Name

DployAI

Company Location

United States

Company Website

www.dployai.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

SS&C Family Office Services Reviews & Ratings

SS&C Family Office Services

SS&C Technologies
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
Prospero Suite Reviews & Ratings

Prospero Suite

FINARTIS