WealthHub automates the daily functions of a trust officer or other fiduciary professional and provides visibility, reporting, controls, and compliance assurance for trust company management.
It delivers significant gains in productivity while improving customer experience and giving management peace of mind that fiduciary obligations are being fulfilled.
With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your clients to address their fiduciary needs.
Who We Help
Streamline administrative tasks to stay compliant and focus on client needs
Organize front and middle office management of critical trust information
Gain visibility and control over complex family structures and related assets