Family Office Management Software
The only CRM software built specifically for family offices
WealthHub is family office management software to streamline your day-to-day administration. The platform 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.
SCHEDULE A DEMO
Management Software to Streamline Family Offices
- Automates the administration of family offices
- Built on Salesforce.com, delivering best of breed CRM functionality and security
- Creates a “single source of truth” of family investment details
- A single interface to access all family member relationship details
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.
WealthHub is a complete family office CRM that delivers visibility and control for both single family offices and multi-family offices
WealthHub’s family office management 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.
How Can Family Offices Quickly Adapt to the Complexities of a Remote Workforce?
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).