WealthHub Solutions FAQ
Welcome to the WealthHub Solutions FAQ page. Here, we answer common questions from trust companies, family offices, and advisors about how WealthHub simplifies trust administration and UHNW client and asset management while enhancing operational efficiency.
WealthHub is a cloud-based fiduciary management platform built specifically for trust companies and family offices. It is built on top of Salesforce and combines advanced CRM capabilities with trust-specific workflows, document management, and compliance monitoring, all in a secure and centralized system.
WealthHub has been designed specifically for trust companies, family offices, law firms, and other fiduciaries serving UHNW clients and their assets. It provides tools for managing complex entity structures, automating trust administration, and improving collaboration with clients and advisors.
Built on Salesforce, WealthHub tailors CRM functionality to the needs of fiduciary organizations. It tracks family and entity relationships, logs communications, manages tasks, and automates workflows such as onboarding, annual reviews, and distributions.
WealthHub includes features built specifically for family offices and trust companies:
- Legal entity tracking for trusts, LLCs, corporations, and foundations
- Integrated financial data feeds from trust accounting and portfolio management systems
- Secure best-of-breed document management via integrations with Box, Sharepoint and other document management systems with search and sharing capabilities
- Workflow automation for onboarding, approvals, compliance reviews, and other everyday tasks
- Automated approval processes with audit trails
- Recurring task and reminder management
- e-Signature integrations for approvals and documents
- Management of distribution requests, reviews and approvals with compliance documentation
- Alternative asset and property tracking
- Bill management and payment workflows
Yes. WealthHub’s onboarding is built specifically for the onboarding of complex multi-family and trust relationships. It streamlines trust onboarding by automating data collection, providing acceptance and onboarding checklists, and providing a unified approach to underwriting tasks like trust document review, admin reviews, investment reviews, and KYC/AML. Dashboards track progress in real-time, reducing errors and improving the client experience.
WealthHub uses bank-grade security measures, including encryption and role-based access controls. It undergoes an annual SOC 2 Type 2 audit to ensure compliance with information security policies and controls. It is fully cloud-based and accessible on desktops, tablets, and mobile devices, enabling secure remote work.
WealthHub is the only enterprise CRM platform designed specifically for ultra-high net worth (UHNW) fiduciary management. Its entity-based relationship model, deep integration of workflows, and trust-specific features make it a comprehensive operating platform.
Yes. WealthHub has received multiple awards for innovation and excellence in CRM and family office solutions, including recognition as the Best Family Office CRM Solution in multiple industry awards.
WealthHub simplifies the management of complex family structures, automates recurring tasks, and provides a single source of truth for entities, documents, and communications. It improves collaboration between family members, advisors, and service providers.
The Interactive Portal allows clients, family members, and outside advisors to securely access entity data, asset information, and transaction histories. It also enables document downloads, distribution requests, and contact updates—all synced directly with WealthHub.