The WealthHub Solution
WealthHub introduces your back office to your front office – and ensures that everyone understands each other perfectly.
WealthHub combines state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration. A cloud-based platform that is fully secure and scalable.
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management.
There has to be a better way to manage trusts.
And now there is.
The WealthHub Solution
WealthHub introduces your back office to your front office – and ensures that everyone understands each other perfectly.
WealthHub combines state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration. A cloud-based platform that is fully secure and scalable.
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management.
There has to be a better way to manage trusts.
And now there is.
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!
All critical information is available at your fingertips for efficient management.
WealthHub’s trust administration software combines a state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration.
- Automates the administration of trusts and family offices
- Built on top of Salesforce, delivering best of breed CRM functionality
- Creates a “single source of truth” of all customer information
- A single interface to access all your client relationship information