WealthHub Solutions
HQ Address
401 Plymouth Road, Suite 120, Plymouth Meeting, PA, 19462, United States
Website Address
Relevant Regions
Business introduction
Bringing automation to trust administration
Addressing the unique relationship and asset management needs of family offices, trust companies, and RIAs serving UHNW families and their clients
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. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust administration, finance and business management. Contact us to learn more about our intuitive solutions for automating and streamlining trust management.
WealthHub Solutions: Technology trends and topics facing family offices
Client Communications & Reporting, Client Engagement & Management, Technology Strategy & Consulting
15/07/2021
WealthHub Solutions: Why a family office should select a CRM system and what they should consider in their selection process
Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting
13/07/2021
WealthHub Solutions: The CRM as the ideal operating platform for family offices
Client Communications & Reporting, Client Engagement & Management, Data Management & Analysis
08/07/2021
Introduction to WealthHub Solutions and the firm's offering to the wealth management market
Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting
06/07/2021
Business Overview
WealthHub is an end-to-end CRM and administrative platform that has been designed from the ground up to address the unique relationship and asset management needs of family offices, trust companies, and RIAs serving UHNW families and clients. Built on Salesforce.com, 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. On this digital foundation, WealthHub lets you build automated workflows and processes for common activities such as entity or account onboarding, distribution entry and approval, bill management, admin or investment reviews, tax prep management, charitable or gift tracking, and much more. The platform integrates with financial data from trust accounting systems, portfolio management systems, or directly from custodians or banks. It also delivers integrated document management through 3rd party providers. As a result, WealthHub users have a complete view of family members, professionals providing services, legal entities and related parties, financial information, and pertinent documents—all in one screen, one system.
Key Data
Year founded
2014employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Family Offices
- Financial Advisors
WealthHub Solutions Solutions
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......
business needs
- Client Communications & Reporting
- Client Engagement & Management
- Client Marketing & Prospecting
- Digital Platforms & Tools
- Document Management & Storage
