Gain visibility and control over complex family structures and related assets
WealthHub 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.
- Client Focused
With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your clients to address their fiduciary needs.
WealthHub automates the daily functions of family office relationship managers and support staff and provides visibility, reporting, controls, and compliance assurance for family office management.
It delivers significant gains in productivity while improving customer experience and giving management peace of mind that fiduciary obligations are being fulfilled.
WealthHub is unique. There is no other platform like it for organizing and administering trusts or family offices.
WealthHub Trust Management Software
- Automates the administration of trusts and family offices
- Built on top of Salesforce, delivering best of breed CRM marketing capabilities
- Creates a “single source of truth” for all customer information
- A single interface to access all your client relationship information