The CRM built for Charlotte Users
Full integration between WealthHub and Charlotte, exclusively with
Trust Management Network
Enter it in WealthHub, See it in Charlotte
Use WealthHub’s intuitive user interface to enter new accounts, entities, related parties, distributions, payments or edit existing ones. Review and approve them in WealthHub; they will automatically appear in Charlotte.
Financial Information in Charlotte available in WealthHub
Balances, positions, and transactions available in Charlotte can be seen in WealthHub, enabling more efficient customer service and enhanced customer experience.
Access customer information and documents anywhere, any time, on any device
You and your staff can work from home, on a plane, at the beach, or any place you want. Look up related parties or distribution histories from a tablet at home. Review and approve new distributions or accounts on your phone.
WealthHub is the CRM built by trust officers for trust officers
WealthHub is designed from the ground up to handle the unique needs of entity and fiduciary administration. Track, manage, and report on multi-family, multi-generational relationships. Handles trusts, LLCs, Estates, Endowments and other legal entities naturally. Built in workflows tailored for trust companies: entity onboarding, distribution review and approval, trust document reviews, admin reviews, investment reviews, successor trustee risk evaluations, tax prep management, KYC/AML and more.
If you are considering a CRM, WealthHub is the trust company CRM
Built on top of Salesforce, WealthHub has been thoroughly tailored for trust company needs. Take advantage of Salesforce’s best of breed capabilities to track interactions with clients, schedule tasks and activities, and manage sales. And, already set up and organized to handle daily trust administration activities.
Now offering full integration with Charlotte through exclusive relationship with TMN
Now, TMN clients and take advantage of the full capabilities of WealthHub while enjoying full bi-directional integration with Charlotte.
