WealthHub, a Philadelphia-based technology firm specializing in integrating business functionalities on a Salesforce® cloud based platform for the wealth management industry announces that Seward & Kissel LLP, a leading New York City based law firm with an international reputation of excellence, has selected WealthHub’s trust administration platform.
“WealthHub’s solution integrates the myriad facets of trust administration on its wealth management platform, which we believe will bring great efficiencies to Seward & Kissel, a major law firm that structures a large volume of trusts for its clients,” said WealthHub CEO and Director C. Richard Corl. “We’re excited to work with Seward & Kissel because our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients. Providing our services, along with Salesforce, to law firms opens an entirely new business vertical in which we can offer ways to streamline wealth management procedures and create a seamless approach to the complicated task of administrating trust related activities”
The integrated trust administration platform’s new relationship with Seward & Kissel comes on the heels of several other noteworthy accomplishments including its closure of a seven figure, strategic investment aimed at accelerating growth and also being named the best CRM system at the 2015 Family Wealth Report Awards.
About WealthHub Solutions
WealthHub Solutions (WealthHubSolutions.com) is the leading provider of enterprise software for fiduciary management. WealthHub’s cloud-based platform for trust company administration delivers an end-to-end solution for trust officers and other fiduciaries that fully integrates investment data and reporting with automated workflow, client management and prospecting, task scheduling, document management, and compliance. The WealthHub platform creates real operational savings for trust companies by improving trust officer productivity—while enhancing the customer experience.
