WealthHub
Interactive Portal

Now family members, clients, and advisors can access and interact with trust management information. Seamlessly.

NOT JUST A REPORT

Interactive Portal lets investors interact with their account information

WealthHub Interactive Portal is the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management.

It enables clients, family members and their professionals to access key information on trusts and other managed entities; see all the related assets, transactions, and distributions; and make requests for distributions, documents, and updates to account information.

Interactive Portal is the ideal way to keep everyone informed by giving them access to their entity information in our easy-to-use online suite, complete with all the tools needed to drill down and interact with the details.

Improve internal efficiency
Save time in the office
Give clients and family members peace-of-mind with 24×7 access to their up-to-date entity information

SCHEDULE A DEMO

View up-to-date entity and financial information
See all relevant entities market valuations with integrated financial data
Click on an entity to drill down to detailed information
Clients can request distributions and start the approval process
Permission-driven access and views (e.g. beneficiaries vs. grantors)
Filtered based on related party role: Trustees and Grantors see different information
Automatically syncs changes with WealthHub
See transactions for custom time periods
See distributions for custom time periods
Supports custom branding

With Interactive Portal, clients and family members can:

Access up-to-date information.

They can quickly see all their managed trusts or other entities and related entities, accounts, and the entire asset mix—including special or unique assets—not just liquid positions. Users can also access transaction and distribution histories, contact information, related parties like trustees, beneficiaries, or advisors, and more

Request distributions with ease.

Filling out a simple form automatically creates a record in WealthHub and routes it through the distribution review and approval process. Beneficiaries can view their own distribution histories for all relevant trusts while grantors, trustees, or advisors can see complete distribution histories for specified or custom time frames.

View and manage their details.

Using an easy edit form for updating contact information like address, email, and phone number.

View or download documents.

Access documents such as account statements or tax reporting forms.