Solution introduction
WealthHub introduces your back office to your front office – and ensures that everyone understands each other perfectly
Designed by trust officers for trust officers, WealthHub combines state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration. A cloud-based platform that is fully secure and scalable
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 to be a better way to manage trusts. And now there is.
WealthHub Solutions: Technology trends and topics facing family offices
Client Communications & Reporting, Client Engagement & Management, Technology Strategy & Consulting
15/07/2021
WealthHub Solutions: Why a family office should select a CRM system and what they should consider in their selection process
Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting
13/07/2021
WealthHub Solutions: The CRM as the ideal operating platform for family offices
Client Communications & Reporting, Client Engagement & Management, Data Management & Analysis
08/07/2021
Introduction to WealthHub Solutions and the firm's offering to the wealth management market
Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting
06/07/2021
Features
Key Data
Year launched
2014PRICING
- Licence
- Subscription (SaaS)
Implementation Methods
- Hosted (private cloud)
- On-premise
Type of Clients
- Family Offices
- Financial Advisors
Client Regional Presence
- North America
WealthHub
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