of hidden fees uncovered
investment process costs saved
of manual workload eliminated
Free up your finance and analytics teams from day-to-day inefficiencies of reconciling your contractual fee tables with the actual costs incurred through custodians, brokerage, investment advisors and portfolio managers.
1. Stop Leakage
Uncover hidden costs that may constitute over 50% of your total investment process costs
2. Maximise VfM
Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points
3. Automate Workflows
Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead
Uncover hidden costs that may constitute over 50% of your total investment process costs
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Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points
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Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead
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Custodian
fees
Negative cash interest rate
Custody cash
Custody securities
Deposit fee rates
Cash opportunity cost
Mandate
fees
Funds of Fund structures
Multi-Family Office services
Advisory mandate
All-in (discretionary) mandate
Investment
management
fees
Management fee
Administrative fee
Dealing charge
Performance fee
Retrocession and rebates
Transactional
fees
Brokerage fees
Margin loan rates
FX fees
Bid/ask spread fees
Custodian
fees
Negative cash interest rate
Custody cash
Custody securities
Deposit fee rates
Cash opportunity cost
Mandate
fees
Funds of Fund structures
Multi-Family Office services
Advisory mandate
All-in (discretionary) mandate
Investment
management
fees
Management fee
Administrative fee
Dealing charge
Performance fee
Retrocession and rebates
Transactional
fees
Brokerage fees
Margin loan rates
FX fees
Bid/ask spread fees
Unique to Greenlock, our machine-learning algorithms proactively recommend cost-saving strategies based on 50+ uses-cases. Prioritizing projects by their scale and simplicity makes it easier to tackle the most achievable goals right away.
1. Take Control
Compare your investment costs across portfolios and time, and make informed decisions on your future allocations
2. Gain Savings
Auto-generated strategies outline a step-by-step process to bringing in hard savings. Initiatives prioritization ensures you focus on what delivers the most value at the quickest speed
3. Align Strategy
Use our library of ETF funds to search for lower-cost alternatives delivering the same strategy
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