WealthHub is trust administration software that combines a 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. The platform 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.

Organize and Optimize Your Trust Processes

WealthHub is an end-to-end solution for effective trust administration.  Built on top of Salesforce, WealthHub trust management software organizes fiduciary activity with a single interface providing:

• Integrated cloud-based document management
• Access to investment and bank account information
• Tracking of payments, tax filing, and other key tasks
• Management of multiple asset types