WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been crowned ‘Best CRM System’ at the 8th Family Wealth Report Awards.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants and other service providers, has selected winners on the basis of qualitative benchmarks with quantitative metrics to support. Additionally, they highlighted the resilience and remarkable customer care the winning firms have demonstrated during 2020.
Commenting on the firm’s win, Jim Marks, President & CEO, said: “It’s an honor to be recognized at this level with the prestige of the Family Wealth Report awards and among this year’s pool of strong finalists in our category. I believe it’s testament to the hard work and dedication of our team who remains absolutely focused on delivering the very best experience for our clients and the investors and families they serve. This marks a milestone of rapid client growth that we’re seeing among family offices and trust companies who are embracing our solution’s value as the only CRM built specifically for ultra high net worth management.”
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners and commended firms and individuals. He said: “The firms and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not solely on quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris twenty years ago, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report and WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership awards and events program.