WealthHub is an operational nerve-center for family offices and trust companies, combining a sophisticated CRM framework with UHNW-specific workflows, document management, entity structures and investment connectivity. Built on the trusted Salesforce platform, WealthHub gives firms a secure, scalable, cloud-based environment where key data, tasks and approvals are all captured in one place.

At the core of WealthHub’s offering are several integrated feature sets:

• CRM – By leveraging Salesforce, WealthHub gives users powerful relationship-management tools, covering individuals, families, entities, trustees, protectors, advisors and vendors. This enables a single view of all stakeholder data and interactions.
• Automated approvals and workflows – Review, approval and task workflows are pre-built for fiduciary operations: onboarding, annual reviews, distributions, subscriptions, entity changes, and wire approvals. Once configured, they remove paper stacks and email chains, providing audit-ready locks when approvals are finalized.
• Integrated investment data – WealthHub connects directly with trust-accounting systems, portfolio management systems, and data-aggregators to pull investment account balances, transactions, holdings, and historical information. Users can view cash balances, net-worth and activity by family, account, manager or trust—in context of the firm’s operational workflows.
• Legal entity and trust structure tracking – For firms managing multiple affiliated entities (trusts, LLCs, corporations, estates, foundations, IRAs, agency accounts), WealthHub provides a data model that captures entity type, domicile, tax status, key provisions, beneficiaries, nested ownership and roll-up reporting across structures.
• Document management and eSignature integration – Documents, reviews, LOAs, resolutions and approvals are managed inside WealthHub and can integrate with cloud file-systems (e.g., Box, Sharepoint). eSignature (e.g., via DocuSign) is supported so that fiduciary authorship, approvals and execution are stored in the platform with audit trails.
• Account onboarding and reviews – WealthHub tracks each step in the onboarding process (KYC, investment review, document review, custodial account opening, funding). Review templates (annual or opening) guide reviewers through checklists and automatically route to committees or approvers based on rules. Firms can track bottlenecks and improve operational throughput.
• Ticklers and task management – Recurring tasks or triggers (e.g., tax returns due, payment discount deadlines, property insurance renewals) are built in. WealthHub can integrate with email clients like Outlook so tasks and reminders flow seamlessly into users’ daily rhythm.
• Distributions, alternative asset and property management – The platform supports one-time or recurring distributions, combining asset-data, approvals and e-signature workflows. Alternative assets (hedge funds, private equity) and non-traditional holdings (real estate, boats, art) are tracked with detail: commitments, contributions, historical values, service providers, tax/payment obligations.
• Bill management and payment – WealthHub allows users to enter and approve bills for clients or trusts, with client approvals and management oversight built in. Electronic payment workflows are also planned.
• Security and compliance – Data is stored on encrypted, redundant infrastructure certified for use by the U.S. intelligence community. WealthHub follows the NIST regulatory framework and holds a SOC-2 certification. Firms can enable additional controls like network address restrictions, geo-IP login limits, multi-factor authentication and rule-based security.

By bringing these features together into one unified platform, WealthHub enables trust companies and family offices to move away from disparate spreadsheets, email chains and siloed systems. Instead of simply managing data, users are empowered to orchestrate workflows, enforce controls, track complex family- and entity-structures, and view actionable insights via dashboards or custom reports. The result is operational clarity, regulatory confidence, and the ability to scale efficiently while maintaining service quality.

WealthHub Solutions provides an administrative operating platform purpose-built for trust companies, family offices, and other ultra-high-net-worth (UHNW) fiduciaries. Unlike systems designed for retail wealth management or generic CRM tools adapted for financial services, WealthHub was engineered from the ground up to meet the unique operational, relational, and asset-management demands of UHNW clients, their legal entities, and their complex portfolios. Built on Salesforce, WealthHub transforms a CRM into a comprehensive UHNW operating platform—combining enterprise-grade scalability and security with deep fiduciary functionality.

A core benefit of WealthHub is the ability to organize all critical information in one digital vault. Trust details, legal documents, family relationships, ownership structures, investment and bank accounts, special assets, transactions, and activity history all live in a single, structured system. This eliminates the inefficiencies of scattered spreadsheets, Outlook inboxes, SharePoint folders, and disconnected databases. Users no longer waste time searching for information; instead, they work from a consistent, validated, accessible source of truth.

From this digital foundation, WealthHub delivers automated workflows for the daily functions of UHNW fiduciary professionals. Workflows for account or entity onboarding, distribution review and approval, bill payment management, alternative-asset tracking, investment or administrative reviews, compliance tasks, annual trust reviews, K-1/1099 processing, and more are preconfigured and fully customizable. These workflows move work through clearly defined steps, enforce approvals, lock down completed stages, and record a complete audit trail. As a result, firms dramatically reduce manual effort, eliminate bottlenecks, and strengthen accountability.

WealthHub also offers a major advantage through integrated financial data. The platform can connect to trust accounting systems, portfolio accounting tools, custodians, banks, and data feeds—pulling investment balances, transactions, and position details directly into operational workflows. Users gain a dynamic, real-time view of assets across trusts, families, and entities, including liquid portfolios and special assets such as private equity funds, hedge funds, real estate, partnerships, operating companies, boats, planes, art, and collectibles. This is a critical differentiator for UHNW organizations managing complex, illiquid, multi-entity structures.

Another significant benefit is the platform’s ability to improve client, family, and beneficiary service. WealthHub makes it easy to track requests, process distributions, manage approvals, assemble reporting packages, coordinate tax work, and oversee property or alternative-asset responsibilities. With all data and workflows consolidated, response times drop, clarity increases, and teams operate proactively rather than reactively. A client portal is also available, offering secure digital access for distribution requests, data updates, and key information—further enhancing the experience of clients and family members.

In addition, WealthHub strengthens compliance and risk management. Approval controls, task checklists, audit-ready workflow histories, data validation rules, user-level security, and standardized procedures reduce operational risk and ensure fiduciary obligations are consistently fulfilled. Leadership gains visibility into operational metrics—onboarding timelines, review completions, distribution volumes, exceptions, and more—supporting better oversight and decision-making.

Ultimately, WealthHub enables UHNW fiduciaries to replace fragmented systems with a unified, scalable administrative platform. Firms gain efficiency, reduce risk, deliver superior service, enhance reporting, and free their teams to focus on advising families rather than managing manual tasks. For trust companies and family offices seeking a purpose-built, enterprise-grade solution for UHNW administration, WealthHub provides a modern operating system designed for the complexity of their work.