The WealthHub Solution

Product Details

WealthHub introduces your back office to your front office – and ensures that everyone understands each other perfectly.

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.