Integrated Partners Selects GreenHill’s ReportQuest for Performance Reporting in New Unified Tech Stack

15 September 2025 | Monday | News

As part of the Invent-powered platform, GreenHill brings independent, customizable reporting to $22B RIA network—elevating advisor insight, client trust, and business growth.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

GreenHill Investment Reporting announced that its ReportQuest platform has been selected by Integrated Partners, a $22 billion AUA registered investment advisor (RIA) network.

ReportQuest will be a part of Integrated Partners' new unified technology stack, which is powered by Invent, the open-architecture wealth management platform.

This partnership underscores GreenHill's position as a top-tier performance reporting solution and a trusted partner for leading financial institutions. Integrated Partners, known for supporting independent advisors with technology, accounting, and operational resources, chose Invent to deliver a flexible and modern digital wealth experience. Within Invent's curated ecosystem of providers, GreenHill was selected to deliver independent and customizable performance reporting, empowering advisors and strengthening client relationships.

"Integrated Partners is committed to delivering objective, transparent insights that empower our advisors to serve clients with the highest level of confidence and precision," said Andree Mohr, President of Integrated Partners. "GreenHill's independent performance measurement capabilities align seamlessly with that commitment, providing the heightened data integrity and analytical insight that our wealth management user community demands. With GreenHill now integrated into the Invent digital wealth ecosystem, we have strengthened our unified platform and significantly enhanced the innovative experience we deliver to our advisors and their clients."

GreenHill's inclusion in Invent's best-of-breed ecosystem validates its position as a specialized provider of investment performance reporting, which delivers flexibility, precision, and white-glove service in an area where many generalist platforms fall short. For Integrated Partners, GreenHill brings not just reporting, but a strategic capability to help advisors grow their businesses with confidence.

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