CASE STUDY - FIRST COVENANT AT A GLANCE First Covenant focuses on providing individualized, professional, caring, cost-effective fiduciary services to their clients, relying on state-of-the-art technology to enable them to stay focused on client service. Before WealthHub, First Covenant used trust accounting software and excel spreadsheets for workflows. Without automated workflows, there were significant bottlenecks [...]

CASE STUDY - INSPIRE TRUST COMPANY AT A GLANCE Launched as a de novo national trust bank in 2023, Inspire Trust Company entered the market with the goal to design and scale a modern fiduciary business without legacy systems or manual bottlenecks. With a mandate to serve individuals and families receiving settlement and court-directed funds, [...]