Business Overview

WealthHub is the CRM platform built specifically for the management of ultra-high net worth relationships and assets. Built on top of Salesforce, WealthHub delivers improved operations and service for family offices, trust companies, law firms, and RIAs serving UHNW families and their clients.

By organizing entity, relationship, and asset information in one digital store, WealthHub allows the automation of the daily functions of a UHNW relationship manager, trust officer or other fiduciary professional. It provides visibility, reporting, controls, and compliance assurance for managing multi-family relationships, trusts and other complex legal entities, alternative assets, and related processes.

A multiple winner of ‘Best Family Office CRM’ in the Family Wealth Report Awards, WealthHub delivers significant gains in productivity while improving the investor experience and ensuring fiduciary obligations are being fulfilled. The solution’s automation and consolidated information access lets users stop wasting time tracking down information and get back to the primary goal of working closely with clients and family members to address their fiduciary needs.

Because it’s built on the Salesforce.com foundation, WealthHub delivers all of the functionality inherent in a best-of-breed CRM while leveraging the scalability, customizability, and enterprise security features for your benefit. All critical information is accessible in one place and is complemented by integrated document management and customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. Call, email, and activity tracking. All at your fingertips for efficient management.

Customers

WealthHub’s customers include family offices, trust companies, law firms, and RIAs serving UHNW families and their clients.