Conshohocken, PA – Tuesday, November 12, 2024 – WealthHub Solutions today announced that it has again achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation [...]
WealthHub has been added to the Addepar partner program, allowing WealthHub clients to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration on one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.Addepar is a global technology and data company that helps investment professionals [...]
WealthHub Solutions, the leading CRM for ultra-high net worth fiduciaries, has named Brittany von Czoernig as the company’s new Director of Sales.Brittany joined WealthHub’s business development team three years ago. She has spent the past three years overseeing new business development initiatives supporting solutions for trust companies and family offices. In this role, Brittany has [...]
WealthHub Solutions, a leading wealth management industry participant servicing the North American family office and family wealth industry, today announced the addition of Marshall Johnson as vice president of sales. Marshall is an award-winning sales professional who brings considerable expertise in trust and ultra-high net worth fiduciary software sales to WealthHub. He is uniquely [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, was included in The Wealth Mosaic’s first US Wealth Technology Landscape Report.Part of the Wealth Technology Landscape Report Series, this first US report features a showcase of key solution providers to the wealth management sector in the United [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been crowned ‘Best CRM System’ at the 8th 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 [...]
PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the addition of two new members to its business development team. Brittany von Czoernig and Jim Finegan, both joining WealthHub from eMoney Advisor, bring considerable industry and market expertise to further enable WealthHub’s continued growth into [...]
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 [...]
Faulty data models and poor data hygiene can undermine your investments in systems If your trust company or family office is frustrated with your current systems, the fault may lie in the data you are using rather than the software. Even the best software platforms, offering the most intuitive dashboards and processes with insightful layouts [...]
Trust companies and family offices, like other businesses across the country, are facing unprecedented challenges as the COVID-19 crisis continues to unfold. Aside from the daunting challenge in the preservation of wealth through hostile markets, fiduciary organizations have had to manage the abrupt switch from office environments to employees working from home (WFH). How are [...]
