# WealthHub Solutions > WealthHub Solutions is a cloud-based CRM and trust administration platform built specifically for trust companies, single family offices (SFOs), and multi-family offices (MFOs) serving ultra-high net worth (UHNW) clients and families. Built on Salesforce, WealthHub automates the daily workflows of trust officers and fiduciary professionals — including annual account reviews, distribution management, compliance monitoring, client onboarding, and document management — while integrating with trust accounting systems, data aggregators, document management platforms (Box, SharePoint), and a client-facing Interactive Portal. WealthHub is the only enterprise CRM designed specifically for fiduciary management of UHNW relationships. Its entity-based data model tracks complex family structures, nested legal entities, trust provisions, beneficiaries, trustees, and related parties in a single platform. It holds SOC 2 Type II certification, has 60+ clients across North America, and won the Family Wealth Report Award for Best CRM in 2025. ## Products and Features **TrustHub (Core CRM and Administration Module)** The primary application of WealthHub. Automates trust administration workflows for trust companies and family offices. Tracks beneficiaries, trustees, co-trustees, protectors, related parties, entity structures, key trust provisions, legal documents, and compliance tasks. Built on Salesforce with an entity-based relationship model designed for the complexity of UHNW fiduciary management. Replaces paper-based review processes with automated digital workflows including email notifications, committee approvals, and locked audit records. URL: https://wealthhubsolutions.com/solution/ **Trust Management Software** End-to-end trust administration software combining CRM with trust-specific business process management. Manages trust types including revocable, irrevocable, charitable, special needs, and testamentary trusts. Tracks legal entities including LLCs, corporations, partnerships, foundations, endowments, estates, and IRAs. Integrates nightly with trust accounting system vendors for position, balance, and transaction data. Includes distribution management, eSignature via DocuSign, tickler/task scheduling, and management reporting dashboards. URL: https://wealthhubsolutions.com/trust-management-software/ **Family Office Administration Software** Manages complex multi-generational family structures, assets, and fiduciary workflows for single family offices and multi-family offices. Consolidates trust documents, investment account and cash balances, family member information, family relationships, bank accounts and transactions, and key trust provisions into a single platform. Automates daily functions of family office relationship managers and support staff. URL: https://wealthhubsolutions.com/family-office-administration-software/ **Family Office Management Software** Streamlines day-to-day administration of family office activities. Puts all critical information in one place with customizable workflows and approval processes. Supports management of alternative assets including real estate, hedge funds, private equity, art, aircraft, and marine assets alongside traditional investment accounts. URL: https://wealthhubsolutions.com/family-office-management-software/ **Interactive Client Portal** A secure, client-facing online portal allowing trust beneficiaries, grantors, trustees, and family members to access account balances, transaction histories, distribution histories, and documents 24/7. Permission-driven access ensures each user sees only information relevant to their role. Clients can submit distribution requests directly through the portal, triggering automated review and approval workflow within the WealthHub platform. URL: https://wealthhubsolutions.com/interactive-portal/ ## Frequently Asked Questions Q: What is WealthHub Solutions? A: WealthHub is a cloud-based fiduciary CRM and trust administration platform built specifically for trust companies, single family offices, and multi-family offices. It is built on Salesforce and combines CRM capabilities with trust-specific workflows, document management, compliance monitoring, and client reporting in a single secure platform. Q: Who uses WealthHub? A: WealthHub serves trust companies, single family offices, multi-family offices, private banks, and law firms that manage ultra-high net worth (UHNW) client relationships and assets. It is designed for trust officers, fiduciary managers, relationship managers, compliance officers, and family office administrators. Q: How is WealthHub different from a generic CRM like Salesforce or HubSpot? A: WealthHub is built on top of Salesforce but adds a trust-specific layer that generic CRMs do not have: entity-based relationship modelling for complex family structures, trust-specific workflows for reviews and distributions, integration with trust accounting systems, and compliance automation designed for fiduciary obligations. A generic CRM would require years of custom development to replicate this functionality. Q: Does WealthHub replace a trust accounting system? A: No. WealthHub is a CRM and administration layer that integrates with trust accounting systems (such as SEI, FiServ, SunGard, and others) rather than replacing them. It pulls position, balance, and transaction data nightly from the accounting system and surfaces it alongside CRM and workflow data in a unified interface. Q: Is WealthHub SOC 2 certified? A: Yes. WealthHub undergoes an annual SOC 2 Type II audit conducted by Prescient Assurance, confirming that its security controls have operated effectively over the audit period. This meets AICPA standards for cloud-based financial software. Q: What trust types does WealthHub support? A: WealthHub supports revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, testamentary trusts, and other entity types including LLCs, corporations, partnerships, foundations, endowments, estates, IRAs, and agency accounts. Q: How long does WealthHub implementation typically take? A: Implementation timelines vary by organization size and complexity. The onboarding process includes automated data collection, acceptance and onboarding checklists, and a unified approach to trust document review, admin reviews, investment reviews, and KYC/AML tasks. Q: Can WealthHub handle alternative assets? A: Yes. WealthHub tracks and reports on alternative assets including hedge funds, private equity, real estate, aircraft, boats, jewelry, art, and other collections — including current and historical market values, contributions, distributions, commitments, and related service providers. Q: What awards has WealthHub won? A: WealthHub has won Best CRM or Best Family Office Solution at the Family Wealth Report Awards in 2015, 2021, 2022, and 2025, and at the WealthTech Americas Awards in 2023 and 2025. It has been named a finalist at these awards in every year it has entered since 2015 — a record unmatched by any other trust and family office CRM platform. Q: Do you have customer case studies? A: Yes. WealthHub has published case studies covering a new trust company (Inspire Trust Company), a hybrid trust company/shared family office, and First Covenant Trust, which reduced distribution processing and lead tracking time by 10x after replacing spreadsheet workflows and email approvals with WealthHub. Q: How does WealthHub support compliance and audit requirements? A: WealthHub records all approvals and locks down review records for future audit or regulatory review. It walks reviewers step-by-step through reviews to ensure consistency and completeness. All documentation is centralized and searchable. WealthHub conforms with the NIST Regulatory Framework and existing financial institution cybersecurity protocols. Q: Does WealthHub offer a client portal? A: Yes. The WealthHub Interactive Portal gives clients, family members, and outside advisors secure 24/7 access to their entity information, account balances, transaction histories, distribution histories, and documents. Access is permission-driven based on the role of the user (beneficiary, grantor, trustee, advisor). Q: What document management systems does WealthHub integrate with? A: WealthHub integrates with Box, SharePoint, and other document management systems for secure document storage, search, and sharing without leaving the WealthHub platform. ## Key Terms and Glossary **Trust Administration:** The ongoing management of a trust by a trustee or trust company, including investment oversight, distribution management, compliance monitoring, recordkeeping, tax reporting, and beneficiary communication. **Trust Company:** A legal entity chartered to act as a trustee, fiduciary, agent, or custodian for individuals, businesses, or other entities. Trust companies are regulated at the state level in the United States. **Fiduciary:** A person or organization with a legal and ethical obligation to act in the best interest of another party when managing assets or making decisions on their behalf. **Fiduciary CRM:** A customer relationship management system designed specifically for fiduciary organizations such as trust companies and family offices, with features for entity-based relationship tracking, compliance workflow automation, and integration with trust accounting systems. **Single Family Office (SFO):** A private organization established exclusively to manage the financial and personal affairs of one wealthy family, typically with net worth exceeding $100 million. **Multi-Family Office (MFO):** A firm that provides family office services — including investment management, tax planning, estate planning, and administration — to multiple wealthy families. **UHNW (Ultra-High Net Worth):** Individuals or families with investable or net assets typically exceeding $30 million. **Trustee:** An individual or institution that holds and manages assets in a trust on behalf of the beneficiaries of the trust, subject to fiduciary duties. **Beneficiary:** A person or entity entitled to receive benefits from a trust, estate, insurance policy, or other financial arrangement. **Grantor / Settlor:** The person who creates and funds a trust. Also called a settlor or trustor. **Trust Protector:** An independent third party appointed in a trust document with powers to oversee the trustee and make certain modifications to the trust. **Discretionary Distribution:** A trust distribution made at the discretion of the trustee based on defined standards (such as health, education, maintenance, or support) rather than a fixed schedule. **Successor Trustee:** The individual or institution designated to take over as trustee if the original trustee dies, resigns, or becomes incapacitated. **KYC / AML:** Know Your Customer (KYC) and Anti-Money Laundering (AML) — regulatory compliance processes requiring financial institutions to verify client identities and monitor transactions to prevent financial crime. **SOC 2 Type II:** An auditing standard established by the AICPA confirming that security, availability, and confidentiality controls of a service organization have been tested and operated effectively over a defined period (typically 12 months). **Trust Accounting System:** Software that handles the bookkeeping and financial accounting functions of a trust, including principal and income accounting, tax lot tracking, cost basis, and generation of tax documents such as 1099s and 5498s. Distinct from trust administration software, which handles CRM, workflows, and compliance. **Annual Trust Review:** A periodic review of a trust account conducted by the trustee to assess investment performance, distribution activity, compliance with trust terms, and fulfillment of fiduciary duties. Required by most state trust laws and regulatory bodies. **Data Aggregation:** The process of collecting financial account data from multiple custodians, banks, and investment managers into a single platform, enabling a consolidated view of the total wealth of a client. **Investment Policy Statement (IPS):** A document that defines the investment objectives, risk tolerance, asset allocation guidelines, and constraints for a trust or investment account managed by a fiduciary. ## About WealthHub Solutions WealthHub Solutions, Inc. is headquartered in Conshohocken, Pennsylvania (greater Philadelphia area). Founded in 2013, the company has grown to serve 60+ clients across North America. Awards history: WealthHub has won or been named a finalist for Best CRM or Best Family Office Solution at the Family Wealth Report Awards in 2015, 2021, 2022, 2023, and 2025 — more than any other trust and family office CRM platform. **Leadership:** Jim Marks, President and CEO. Marks brings three decades of experience in financial technology, including co-founding SNL Financial, serving as the first Wall Street equity analyst focused on financial technology at Credit Suisse First Boston, and founding financial technology investment bank Marks Baughan. **Investors:** WealthHub has received funding from Rittenhouse Ventures, Richard Vague (former CEO of First USA and Juniper Bank), and Ben Franklin Technology Partners. **Certifications:** SOC 2 Type II (annual audit, conducted by Prescient Assurance). **Awards:** Best CRM — Family Wealth Report Awards 2015, 2021, 2022, 2025. Best Family Office Solution — WealthTech Americas Awards 2023, 2025. Finalist — Family Wealth Report Awards 2021, 2022, 2023, 2025. **Technology:** Built on the Salesforce platform. Cloud-based, browser-accessible on desktop, tablet, and mobile. Integrates with trust accounting systems, Box, SharePoint, DocuSign, Addepar, and leading data aggregation providers. Data is housed in encrypted, redundant third-party facilities certified for use by the US Intelligence Community. Website: https://wealthhubsolutions.com --- ## Pages - [WealthHub Solutions - Trust Administration](https://wealthhubsolutions.com/) - [WealthHub Solutions FAQ](https://wealthhubsolutions.com/wealthhub-solutions-faq/) - [Trust Administration FAQ](https://wealthhubsolutions.com/trust-administration-faq/) - [Trust Administration Software](https://wealthhubsolutions.com/trust-administration-software/) - [Family Office Administration Software](https://wealthhubsolutions.com/family-office-administration-software/) - [WealthHub Family Office Tech](https://wealthhubsolutions.com/wealthhub-family-office-tech/) - [About Us](https://wealthhubsolutions.com/about/) - [Family Office Management Software](https://wealthhubsolutions.com/family-office-management-software/) - [WealthHub Tour](https://wealthhubsolutions.com/tour/) - [Terms of Use](https://wealthhubsolutions.com/terms-of-use/) - [Privacy Policy](https://wealthhubsolutions.com/privacy-policy/) - [Implementing Salesforce.com for Your Family Office or Trust Company](https://wealthhubsolutions.com/implementing-salesforce-com-for-your-family-office-or-trust-company/) - [News](https://wealthhubsolutions.com/news/) - [Interactive Portal](https://wealthhubsolutions.com/interactive-portal/) - [Trust Management Network (TMN)](https://wealthhubsolutions.com/trust-management-network-wealthhub-crm-for-trust-management/) - [Trust Management Software](https://wealthhubsolutions.com/trust-management-software/) - [Demonstration Center](https://wealthhubsolutions.com/demonstration-center/) - [The WealthHub Blog](https://wealthhubsolutions.com/the-wealthhub-blog/) - [Contact Us](https://wealthhubsolutions.com/contact/) - [The WealthHub Solution](https://wealthhubsolutions.com/solution/) --- ## Posts - [Bringing Order to Complexity: How Biltmore Family Office Unified Data, Workflows, and Collaboration with WealthHub](https://wealthhubsolutions.com/family-office-unified-data-and-workflow/) - [How First Covenant Trust Modernized Trust Administration and CRM with WealthHub](https://wealthhubsolutions.com/first-covenant-trust-administration-crm-case-study/) - [Data Hygiene The Hidden Foundation of Effective Trust Administration](https://wealthhubsolutions.com/data-hygiene-trust-administration/) - [How a New Trust Company Scaled a Specialized Operating Model with WealthHub](https://wealthhubsolutions.com/how-a-new-trust-company-scaled-a-specialized-operating-model-with-wealthhub/) - [From Paper to Performance: How a Hybrid Trust Company/Shared Family Office Transformed Its Operations with WealthHub](https://wealthhubsolutions.com/hybrid-trust-company-shared-family-office-operations/) - [WealthHub Solutions Welcomes Cameron Routh to Its Board of Directors](https://wealthhubsolutions.com/wealthhub-solutions-welcomes-cameron-routh-to-its-board-of-directors/) - [WealthHub Solutions Wins Best CRM at the 12th Annual Family Wealth Report Awards 2025](https://wealthhubsolutions.com/wealthhub-solutions-wins-best-crm-at-the-twelfth-annual-family-wealth-report-awards-2025/) - [WealthHub Solutions Named a Finalist in the Twelfth Annual Family Wealth Report Awards 2025](https://wealthhubsolutions.com/wealthhub-solutions-named-a-finalist-in-the-twelfth-annual-family-wealth-report-awards-2025/) - [WealthHub Named Best Family Office Solution in WealthTech Americas Awards 2025](https://wealthhubsolutions.com/wealthhub-named-best-family-office-solution-in-wealthtech-americas-awards-2025/) - [WealthHub Secures Investment Led by Rittenhouse Ventures to Accelerate Growth of UHNW Administration Platform](https://wealthhubsolutions.com/wealthhub-secures-investment-led-by-rittenhouse-ventures-to-accelerate-growth-of-uhnw-administration-platform/) - [WealthHub Again Achieves SOC 2 Type II Compliance](https://wealthhubsolutions.com/wealthhub-again-achieves-soc-2-type-ii-compliance/) - [WealthHub Joins Addepar Partner Program](https://wealthhubsolutions.com/wealthhub-joins-addepar-partner-program/) - [Is Your Trust Company or Family Office Ready for CTA Reporting?](https://wealthhubsolutions.com/is-your-trust-company-or-family-office-ready-for-cta-reporting/) - [WealthHub Announces Partnership with Addepar](https://wealthhubsolutions.com/wealthhub-announces-partnership-with-addepar/) - [WealthHub Solutions Names Brittany von Czoernig Director of Sales](https://wealthhubsolutions.com/wealthhub-solutions-names-brittany-von-czoernig-director-of-sales/) - [WealthHub Solutions Expands Sales Team with Trust Software Veteran](https://wealthhubsolutions.com/wealthhub-solutions-expands-sales-team-with-trust-software-veteran/) - [WealthHub Solutions Named a Finalist in the Tenth Annual Family Wealth Report Awards 2023](https://wealthhubsolutions.com/wealthhub-solutions-named-a-finalist-in-the-tenth-annual-family-wealth-report-awards-2023/) - [WealthHub Solutions Wins Best CRM in the WealthTech Americas Awards 2023](https://wealthhubsolutions.com/wealthhub-solutions-wins-best-crm-in-the-wealthtech-americas-awards-2023/) - [WealthHub Solutions Wins Best CRM for 2nd Consecutive Year in the Family Wealth Report Awards 2022](https://wealthhubsolutions.com/wealthhub-solutions-wins-best-crm-for-2nd-consecutive-year-in-the-family-wealth-report-awards-2022/) - [WealthHub Solutions Named a Finalist for 2nd Year in the Family Wealth Report Awards 2022](https://wealthhubsolutions.com/wealthhub-solutions-named-a-finalist-for-2nd-year-in-the-family-wealth-report-awards-2022/) - [Meet the New Interactive Portal from WealthHub](https://wealthhubsolutions.com/meet-the-new-interactive-portal-from-wealthhub/) - [WealthHub Solutions Highlighted in The Wealth Mosaic’s First US Wealth Technology Landscape Report](https://wealthhubsolutions.com/wealthhub-solutions-highlighted-in-the-wealth-mosaics-first-us-wealth-technology-landscape-report/) - [WealthHub Solutions Crowned ‘Best CRM’ in the Family Wealth Report Awards 2021](https://wealthhubsolutions.com/wealthhub-solutions-crowned-best-crm-in-the-family-wealth-report-awards-2021/) - [WealthHub Solutions Expands Strategic Business Development Team with Market Veterans](https://wealthhubsolutions.com/wealthhub-solutions-expands-strategic-business-development-team-with-market-veterans/) - [WealthHub Solutions Named a Finalist in the Family Wealth Report Awards 2021](https://wealthhubsolutions.com/wealthhub-solutions-named-a-finalist-in-the-family-wealth-report-awards-2021/) - [Are These Potential Problems Hiding in Your Trust Data?](https://wealthhubsolutions.com/potential-problems-hiding-in-your-trust-data/) - [Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?](https://wealthhubsolutions.com/why-is-a-deep-vertical-crm-the-right-solution-for-ultra-high-net-worth-fiduciaries/) - [How Can Trust Companies and Family Offices Quickly Adapt to the Complexities of a Remote Workforce?](https://wealthhubsolutions.com/how-can-trust-companies-and-family-offices-quickly-adapt-to-the-complexities-of-a-remote-workforce/) - [Should CRM Be Just Another Three-Letter Word for Trust Management?](https://wealthhubsolutions.com/should-crm-be-just-another-three-letter-word-for-trust-management/) - [WealthHub Streamlines Tax Preparation with Powerful New Module](https://wealthhubsolutions.com/wealthhub-streamlines-tax-preparation-with-powerful-new-module/) - [Noted FinTech Entrepreneur Invests in Wealth Management CRM](https://wealthhubsolutions.com/noted-fintech-entrepreneur-invests-in-wealth-management-crm/) - [Wealthhub Announces First American Trust as Trust Administration Software Client](https://wealthhubsolutions.com/wealthhub-announces-first-american-trust-as-trust-administration-software-client/) - [WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform](https://wealthhubsolutions.com/wealthhub-solutions-raises-1-6-million-to-fund-growth-of-trust-administration-platform/) - [HWA and WealthHub Announce Partnership for Trust Administration](https://wealthhubsolutions.com/hwa-and-wealthhub-annouce-partnership-for-trust-administration/) - [WealthHub Solutions Hires Leading FinTech Innovator as CEO](https://wealthhubsolutions.com/wealthhub-solutions-hires-leading-fintech-innovator-as-ceo/) - [WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015](https://wealthhubsolutions.com/wealthhub-wealthcloud-shortlisted-for-family-wealth-report-awards-2015/) - [WealthCloud Rebrands under New Name WealthHub](https://wealthhubsolutions.com/wealthcloud-rebrands-under-new-name-wealthhub/) - [WealthHub to Provide an Integrated Trust Administration Platform for Seward & Kissel LLP](https://wealthhubsolutions.com/wealthhub-to-provide-an-integrated-trust-administration-platform-for-seward-kissel-llp/) - [WealthHub to Attend DreamForce ’15](https://wealthhubsolutions.com/wealthhub-to-attend-dreamforce-15/) - [WealthHub Wins Best CRM System at the Family Wealth Report Awards 2015](https://wealthhubsolutions.com/wealthhub-wealthcloud-wins-best-crm-system-at-the-family-wealth-report-awards-2015/) - [WealthHub (Wealthcloud) Closes a Seven-Figure Strategic Investment Targeted to Accelerate Growth](https://wealthhubsolutions.com/wealthhub-wealthcloud-closes-a-seven-figure-strategic-investment-targeted-to-accelerate-growth/) ---