GreenHill's ReportQuest Adopted by Integrated Partners, Strengthening Invent's Unified Wealth Ecosystem

GAITHERSBURG, Md., Sept. 10, 2025 /PRNewswire/ -- 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.

"Being chosen by both Invent and Integrated highlights exactly what GreenHill stands for: trusted accuracy, flexible customization, and service that feels like an extension of your team," said Bill McFadden, President at GreenHill Investment Reporting. "Our singular focus on performance reporting means advisors get more than just data; they gain clarity, confidence, and the ability to deliver a more compelling story to their clients."

With this partnership, GreenHill strengthens its role in helping RIAs, banks, and wealth management firms elevate performance reporting into a differentiator. It empowers advisors to win trust, meet compliance demands, and compete more effectively in a complex market.

About GreenHill Investment Reporting
Since 1991, GreenHill has delivered personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the financial services industry. An independent provider, GreenHill services bank and independent trust companies, RIAs, not-for-profits, family offices, law firms and endowments. To learn more, visit ghill.com.

About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision.  We offer comprehensive business building services, designed with the truly independent advisor in mind.  With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

Investment advice offered through Integrated Partners, a registered investment advisor. *$22 billion in assets under advisement inclusive of $16 billion in advisory assets as of 6/30/2025.

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SOURCE GreenHill Investment Reporting