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.
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WealthHub’s security architecture ensures you will always have access to your data on our platform—and no one else will.
WealthHub Wins Best Onboarding at the 13th Annual Family Wealth Report Awards 2026
WealthHub is unique. There is no other platform like it for organizing and administering trusts or family offices.
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
