research & insights from The Wealth Mosaic

TWM Solution Provider of the Week - WealthHub Solutions

Share this resource
company

The global marketplace for wealth managers

View Solution Provider Profile

Connect with The Wealth Mosaic

solution

WealthHub

WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has...

view solution
by The Wealth Mosaic
| 03/08/2021 15:28:24

Every week we highlight a new solution provider in our directory as the SP of the Week. This week it was WealthHub Solutions. With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere.

For more information, access their full profile on TWM here

Click on the image below to interact with the newsletter: