SOLUTION PROVIDER OF THE WEEK
Overview

WealthHub is the CRM platform built specifically for the management of ultra-high net worth relationships and assets. Built on top of Salesforce, WealthHub delivers improved operations and service for family offices, trust companies, law firms, and RIAs serving UHNW families and their clients.

By organizing entity, relationship, and asset information in one digital store, WealthHub allows the automation of the daily functions of a UHNW relationship manager, trust officer or other fiduciary professional. It provides visibility, reporting, controls, and compliance assurance for managing trusts and other complex legal entities, alternative assets, and related processes.

Winner of ‘Best CRM’ in the 2021 Family Wealth Report Awards, WealthHub delivers significant gains in productivity while improving the investor experience and ensuring fiduciary obligations are being fulfilled. The solution’s automation and consolidated information access lets users stop wasting time tracking down information and get back to the primary goal of working closely with clients and family members to address their fiduciary needs.

Because it’s built on the Salesforce.com foundation, WealthHub delivers all of the functionality inherent in a best-of-breed CRM while leveraging the scalability, customizability, and enterprise security features for your benefit. All critical information is accessible in one place and are complemented by integrated document management and customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. Call, email, and activity tracking. All at your fingertips for efficient management.
Solution provider FACTFILE
Established
2015

Global Headquarters
Plymouth Meeting, Pennsylvania, United States

Website

Company Size
11-50 employees

Target Clients
Asset Managers, Bank Wealth Managers, Family Offices, Financial Advisors
Company LinkedIn Page

TWM Marketplace

TWM Business Need categories
  • Client Communication & Reporting
  • Client Engagement & Management
  • Client Marketing & Prospecting
  • Digital Platforms & Tools
  • Document Management & Storage
  • Trust Administration

Relevant Regions
North America
WealthHub Solutions


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.

  • Organize Digital Information: legal entity details, documents, holdings & transactions, related parties: beneficiaries, co-trustees, etc., contact info for family members, advisors, vendors etc.
  • Automate Workflows & Processes: distributions, new entity onboarding, new account onboarding, disbursements, wire transfers, other approval processes
  • Communicate Internally & Externally: Record and recall meetings, calls emails, generate and publish reports and lists, group chat, produce LOAs and other communications automatically

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.
Highlight - latest CONTENT
Solution Information: WealthHub for Family Offices. CLICK HERE

Solution Information: WealthHub Trust Administration CRM. CLICK HERE

Video Interview: The CRM as the ideal operating platform for family offices. CLICK HERE
Highlight - recent VIDEO INTERVIEW
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.

Click HERE or on the image to watch the full interview.

RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com