WealthHub Family Office Tech
Resources
WealthHub Family Office Management Software
Learn more about how you can organize and automate your single- or multi-family office with WealthHub.
Is Your Family Office Ready for CTA Reporting?
Learn more about how WealthHub’s Salesforce-based BOI Reporting module helps easily fulfill the CTA mandates by using information already within WealthHub to help automate the tracking, information collection, and reporting processes.
WealthHub's Interactive Portal
Learn more about how you can access and interact with your trust management information seamlessly.
WealthHub's Essential Snapshot Reporting
Learn more about how you can empower teams to communicate effectively, ensuring that all parties have a thorough understanding of their connections and the structures that bind them together.
WealthHub's Family Office Administration Software
The only CRM built specifically for family offices.
Brittany von Czoernig
VP, Sales
WealthHub’s family office administration software puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Family member information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management.
Family Focused With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your family members to address their fiduciary needs.
Automated WealthHub automates the daily functions of family office relationship managers and support staff and provides visibility, reporting, controls, and compliance assurance for family office management.
Efficient It delivers significant gains in productivity while improving the family members’ experience and giving office management peace of mind that fiduciary obligations are being fulfilled.
All critical information is available at your fingertips for efficient management.
WealthHub’s trust administration software combines a state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration.
Automates the administration of trusts and family offices
Built on top of Salesforce, delivering best of breed CRM functionality
Creates a “single source of truth” of all customer information
A single interface to access all your client relationship information