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Tour IntroWealthHub Solutions2021-08-11T17:30:02-04:00

  • Introduction

  • Footprint

  • CRM for Trust Admin

  • Goals

  • Benefits

  • Trust vs. Wealth Mgmt

  • 3 Core Objects

  • Topology with TAS

  • Topology with GL

  • Workflows

  • Sample: Distribution

  • Introduction

  • Footprint

  • CRM for Trust Admin

  • Goals

  • Benefits

  • Trust vs. Wealth Mgmt

  • 3 Core Objects

  • Topology with TAS

  • Topology with GL

  • Workflows

  • Sample: Distribution

ABOUT WEALTHHUB

WealthHub’s fiduciary management solution integrates investment data and reporting with automated workflow, contact management and prospecting, task scheduling, document management, and compliance. WealthHub creates operational savings by improving productivity while enhancing the investor experience.

QUICK LINKS

  • Solution Overview
  • Interactive Portal
  • Family Offices
  • Trust Companies
  • Team

CONTACT US

WealthHub Solutions, Inc.
375 E. Elm St. Suite 110,
Conshohocken, PA 19428

[email protected]

610.590.5145


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