WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM and Onboarding.
Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2014.
“We are delighted to have been shortlisted for these prestigious awards. It is a great honor to be recognized in the shortlist. This is testament to the hard work that the team has put in over the last 12 months,” C. Richard Corl, WealthHub’s CEO stated.
Stephen Harris, ClearView Financial Media’s Chief Executive and Publisher of Family Wealth Report, was first to extend his congratulations to the shortlisted firms. “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations,” he said. “These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focused on the client experience, not quantitative performance metrics. That is a unique, and, I believe, compelling feature. “These awards will recognize 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. Our aim is to make these annual awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner, which will be held in New York on March 12, 2015, at the Mandarin Oriental.
About WealthHub Solutions
WealthHub Solutions (WealthHubSolutions.com) is the leading provider of enterprise software for fiduciary management. WealthHub’s cloud-based platform for trust company administration delivers an end-to-end solution for trust officers and other fiduciaries that fully integrates investment data and reporting with automated workflow, client management and prospecting, task scheduling, document management, and compliance. The WealthHub platform creates real operational savings for trust companies by improving trust officer productivity—while enhancing the customer experience.