WealthHub Solutions
WealthHub Solutions is a company based in Conshohocken, PA, specializing in a CRM platform designed for trust and family office administration, recognized for its innovation in trust management and client services.
Services
WealthHub Solutions offers a fiduciary management solution that integrates investment data and reporting with automated workflow, contact management, prospecting, task scheduling, document management, and compliance. The company provides a unique CRM platform built specifically for trust and family office administration. This service caters to trust companies, law firms, and family offices, offering solutions designed to streamline administrative tasks and enhance client management.
Products
WealthHub Solutions' product line includes a fiduciary management solution that features automated daily functions for trust officers, productivity gains, and compliance assurance. Central to their offerings is an Interactive Portal that allows clients and family members to access and interact with their trust management information online. Additionally, WealthHub Solutions provides a self-guided online tour to help potential users explore the platform's features.
Industry Recognition
WealthHub Solutions has been recognized as the Best CRM for Trust Companies and Family Offices. The company was named a finalist in the Tenth Annual Family Wealth Report Awards 2023 and won the Best CRM award in the WealthTech Americas Awards 2023. These accolades underscore the platform's robust capabilities and its impact on the wealth management industry.
Headquarters
WealthHub Solutions is headquartered in Conshohocken, PA. The company's central location allows it to effectively serve its broad client base, including trust companies, law firms, and family offices, providing them with advanced CRM solutions tailored to their unique needs.