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.
Family Office Administration Software
- 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 investor information
- A single interface to access all your family member relationship information
WealthHub Features
Family Office Administration Software Designed Specifically to Streamline Day-to-Day Administration
How Can Trust Companies and Family Offices Quickly Adapt to the Complexities of a Remote Workforce?
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 trust companies and family offices overcoming the challenges of accommodating a remote workforce?
Theoretically, information-based companies like trust companies and family offices should be uniquely suited to be able to respond and adapt to this situation, considering that the main challenges of WFH are secure and efficient access to primarily digital information. Unfortunately, the primary technology platforms fiduciaries use—from accounting systems to document management and others—weren’t designed and built to manage the stresses imposed by the entire employee base working remotely. These issues are compounded by the simultaneous changes in management style and practices demanded by a remote workforce.
While we are not going to address the issues in managing WFH, our experience at WealthHub in providing an operating platform for trust administration that is designed for use from any device and any location gives us some unique perspectives into the primary issues fiduciaries should be addressing in adapting to WFH: security; user experience and efficiency; and communications, including reviews, approvals and related documentation.
