Now family members, clients, and advisors can access and interact with trust management information. Seamlessly.

The newest addition to our trust administration platform is the WealthHub Interactive Portal, the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management. The WealthHub Portal 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.

Integrated with the WealthHub suite of ultra-high net worth asset and relationship management software, Interactive Portal is the ideal way to keep everyone informed by giving them access to their entity information in an easy-to-use online suite, complete with all the tools needed to drill down and interact with the details.

“For too long, the wealthiest families in the US have not had access to the same interactive online information that bank and brokerage customers had 20 years ago.”, said WealthHub CEO Jim Marks. “Interactive Portal changes that, giving trust companies and family offices the ability to deliver the same online experience that their clients expect from banks and brokerage firms.”

Now, WealthHub’s Interactive Portal provides a familiar online experience that lets them:

Access up to date information where they can quickly see all their managed trusts or other entities and related entities, accounts, and the entire asset mix—including special or unique assets—not just liquid positions. Users can also access transaction and distribution histories, contact information, related parties like trustees, beneficiaries, or advisors, and more.

Easily request distributions by simply filling out a form which automatically creates a record in WealthHub and routes it through the distribution review and approval process. Beneficiaries can view their own distribution histories for all relevant trusts while grantors, trustees, or advisors can see complete distribution histories for specified or custom time frames.

View and manage account details using an easy edit form for updating contact information like address, email, and phone number.

View or download documents such as account statements or tax reporting forms.

For trust officers or family office staff, the WealthHub Interactive Portal helps improve internal efficiency and save time in the office by reducing report generation and account maintenance activities. Clients and family members gain 24×7 access to up-to-date information through a familiar online custom-branded interface that lets them:

  • View up-to-date entity and financial information
  • Click on an entity to drill down to detailed information
  • See all relevant entities market valuations with integrated financial data
  • Request distributions and start the review and approval process
  • Access permission-driven views to deliver relevant information (e.g., beneficiaries vs. grantors)
  • See filtered information based on related party role (e.g., Trustees and Grantors see different information)
  • See transactions for custom time periods
  • See distributions for custom time periods

And, as changes are made, Interactive Portal automatically syncs edits to WealthHub to keep records up-to-date without requiring additional input.

For more information, and to learn how the Interactive Portal can deliver these same benefits for you and your clients, please visit our WealthHub Interactive Portal page and contact us to schedule a demonstration.