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Wealth & Private Banking › Trust & Estate › Trust Accounting
WealthHub Solutions
Salesforce-based administration and workflow platform for trust operations and family offices.
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Overview
WealthHub Solutions provides a trust administration and workflow platform built on Salesforce, helping trust companies and family offices manage client relationships, account onboarding and ongoing fiduciary processes. It centralizes the administrative side of trust servicing within a configurable CRM environment.
The platform is designed to streamline trust administration workflows and recordkeeping, complementing dedicated accounting systems so trust teams can coordinate documents, tasks and client data in one place.
Key Features
- + Trust administration workflow management
- + Salesforce-based client relationship management
- + Account onboarding and servicing
- + Document and task tracking
- + Configurable fiduciary processes
- + Centralized client and account data
Integrations
SalesforceOpen API
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