The CRM for Trust Companies and Family Offices
A single platform to manage UHNW relationships, entities, assets, and workflows for teams responsible for complex wealth
Take a test drive of WealthHub with our online self-guided tour. Schedule a demo for a closer look at how WealthHub’s features could benefit you.
AUTOMATED
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.
EFFICIENT
It delivers significant gains in productivity while improving the investor experience and giving management peace of mind that fiduciary obligations are being fulfilled.
INVESTOR FOCUSED
With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your investors to address their fiduciary needs.
Case Studies
WealthHub Wins Best CRM at the 12th Annual Family Wealth Report Awards 2025
Recognized as Best CRM for Trust Companies and Family Offices
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 Serve
TRUST COMPANIES
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.
LAW FIRMS
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.
FAMILY OFFICES
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.
Take it for a Test Drive.
Want to see WealthHub in more detail? Click to view our self-guided online tour and explore our platform’s many features. Then, schedule a demo to let us show you even more of WealthHub’s capabilities!
