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.

Winner of Best CRM in 8th Family Office Awards

We are proud to announce that we have been named ‘Best CRM’ at the 8th Family Wealth Report Awards. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.

Delivering Key Benefits to Trust Administrators

Grow your trust clients, not your headcount

Get rid of the paper. Stop with the spreadsheets. Put client information all in one place and share it across the organization. Automate every day activities. Make high net worth servicing a scalable business.

Simplify compliance

Reviews done consistently and compliantly. Results recorded and reviewable. Documentation all in one place. Account performance and reviews in the same place. Your regulator will love you.

Understand your business

Management reporting that means something. Why is it taking so long to onboard accounts? Which trust type is fueling growth? Do any accounts have negative balances? Get answers instantly in dashboards and reports.

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

Take a Closer Look

There’s a better way to manage trust and family offices.  Contact us to arrange a demo and exploratory discussion of how WealthHub could work for you.