WealthHub (formerly, WealthCloud), the cloud-based, Salesforce fully-integrated platform with multiple applications for wealth management and trust companies was awarded “Best CRM System” at the 2nd Family Wealth Report Awards 2015. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York.
WealthHub was originally shortlisted in three categories that also included Front Office Solutions and Onboarding. The designation as Best CRM system by Family Wealth Report is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive CRM space.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.
Commenting on the firm’s award, WealthHub’s CEO C. Richard Corl, said: “We are delighted to have been voted the winner of this prestigious award. It is a great honor to be recognized for our efforts, and it truly is a testament to the hard work the team has put in over the last 12 months. At WealthHub, we look to continuously be a leader and innovator in the CRM space for trust companies, multi-family offices, financial planners and others overseeing wealth.”
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”
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.