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Video Interview from WealthHub Solutions

WealthHub Solutions: Technology trends and topics facing family offices

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Bringing automation to trust administration

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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...

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by WealthHub Solutions
| 15/07/2021 09:24:59

In this fourth and final episode in our new series of video interviews with James Marks, CEO of WealthHub Solutions, James outlines what the main technology trends facing family offices today are.

Thanks again to James for providing his time and insights!

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