WealthTouch, a financial reporting platform for ultra-high net worth families and their advisors, has appointed Daniel Green as managing director of western territory sales, overseeing sales and solution consulting for firms in the western US and Asia.

Green has more than 15 years experience creating, marketing, and selling large-scale wealth reporting services to financial institutions. Starting in 1995, Green ran sales and marketing for GreenTrak, a pioneering wealth reporting service that he co-founded.

GreenTrak was acquired by Advent Software in 2002. After Advent, Green held sales leadership positions first at Investment Scorecard and then Informa Investment Solutions.

WealthTouch was founded in 2001.