Now family members, clients, and advisors can access and interact with trust management information. Seamlessly.
NOT JUST A REPORT
Let investors interact with their account information
WealthHub Interactive Portal is the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management.
It enables clients, family members and their professionals to access key information on trusts and other managed entities; see all the related assets, transactions, and distributions; and make requests for distributions, documents, and updates to account information.
Interactive Portal is the ideal way to keep everyone informed by giving them access to their entity information in our easy-to-use online suite, complete with all the tools needed to drill down and interact with the details.
- Improve internal efficiency
- Save time in the office
- Give clients and family members peace-of-mind with 24×7 access to their up-to-date entity information
SCHEDULE A DEMO
With Interactive Portal, clients and family members can:
Access up-to-date information.
Request distributions with ease.
View and manage their details.
Using an easy edit form for updating contact information like address, email, and phone number.
View or download documents.
Access documents such as account statements or tax reporting forms.