WealthHub Solutions
WealthHub Solutions provides an enterprise platform designed to automate the daily operations of trust officers, incorporating features such as customer relationship management, workflow management, trust and portfolio accounting, document management, data aggregation, and reporting. This technology enhances operational efficiency, ensures compliance, and facilitates scalability for trust companies and family offices.
- Category: COMPUTER_SOFTWARE
- Location: Plymouth Meeting, Pennsylvania, United States
- Founded: 2013-06-01
- Total funding: 8773653
- Website: https://wealthhubsolutions.com
Product & Features
- WealthHub integrates CRM with trust-specific business process management for efficient trust and family office administration.
- The platform offers customizable workflows and approval processes for streamlined trust management.
- Automated approval processes eliminate paper-based workflows for annual reviews and new accounts.
- WealthHub connects with trust accounting systems to provide real-time investment data and historical information.
- Document management features allow users to search, print, and share trust documents seamlessly.
- The platform tracks legal entities, managing various trust types and nested ownership structures.
- eSignature capabilities enable quick and legal signing of documents through integration with DocuSign.
- WealthHub provides comprehensive property management tools for various asset types under fiduciary care.
Notable Customers
- Biltmore Family Office
- First Covenant Trust
- New Trust Company
- Hybrid Trust Company/Shared Family Office
Founders & Team
- Antony Joffe — Founder & Board Member
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Frequently Asked Questions
What is WealthHub Solutions?
WealthHub Solutions provides an enterprise platform designed to automate the daily operations of trust officers, incorporating features such as customer relationship management, workflow management, trust and portfolio accounting, document management, data aggregation, and reporting. This…
What does WealthHub Solutions do?
WealthHub integrates CRM with trust-specific business process management for efficient trust and family office administration. The platform offers customizable workflows and approval processes for streamlined trust management. Automated approval processes eliminate paper-based workflows for annual reviews and new accounts.
Who are WealthHub Solutions's customers?
WealthHub Solutions's customers include Biltmore Family Office, First Covenant Trust, New Trust Company, Hybrid Trust Company/Shared Family Office.
Who founded WealthHub Solutions?
WealthHub Solutions was founded by Antony Joffe.
What category does WealthHub Solutions fall under?
WealthHub Solutions is a legal technology company in the COMPUTER_SOFTWARE category.
Where is WealthHub Solutions based?
WealthHub Solutions is based in Plymouth Meeting, Pennsylvania, United States.