WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been selected as a finalist in the CRM System category at the 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.
Commenting on being selected as a finalist, Jim Marks, President & CEO, WealthHub said: “We are pleased to have been selected by the judges as a finalist for these prestigious awards. It is very rewarding to us to be recognized in the shortlist of finalists. I attribute this recognition to the hard work that our team puts in every day to ensure our clients are getting best-in-class products and services.”
Stephen Harris, ClearView Financial Media’s Chief Executive, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists. He said: “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged by an independent panel of judges and finalists are selected 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, and not only quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will 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 family wealth management. I’m delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar.”
Winners will be announced on May 6, 2021 in Family Wealth Report alongside a series of videos and publications.
