In this third part in our new series of video interviews with James Marks, CEO of WealthHub Solutions, James outlines why a family office should use a CRM system and what a family office should consider in their selection process.
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...view solution