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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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In this first episode in our new series of video interviews with WealthHub Solutions – an end-to-end CRM and administrative platform for family offices, trust companies and RIAs serving UHNW families and clients – we speak with James Marks, CEO of WealthHub Solutions. James provides a brief introduction to the company as well as what factors and drivers led to its formation.
