Family Office Administration Software
The only CRM built specifically for family offices
Gain visibility and control over complex family structures and related assets
WealthHub’s family office administration software puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Family member information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management.
- Family Focused
With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your family members to address their fiduciary needs. - Automated
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. - Efficient
It delivers significant gains in productivity while improving the family members’ experience and giving office management peace of mind that fiduciary obligations are being fulfilled.
