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WealthHub Solutions Named a Finalist for 2nd Year in the Family Wealth Report Awards 2022

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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...

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by WealthHub Solutions
| 07/02/2022 12:00:00

WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been selected as a finalist in the CRM System category at the Family Wealth Report Awards 2022 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.

“Being recognized as a finalist now for a 2nd consecutive year is a proud achievement for us and testament to the hard work and dedication of our team,” said Jim Marks, President & CEO, WealthHub Solutions. “I believe that our commitment to customer service combined with the WealthHub platform’s comprehensive support for the unique needs of family offices sets us apart as a best-in-class solution for organizations looking to streamline their day-to-day trust and fiduciary management functionality and achieve true operational efficiency.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, saying “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent, and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

Winners will be announced on May 4, 2022 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

See original release here