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TECHNOLOGY PROVIDERS CRM
WEALTH HUB
The initiative involved adapting Salesforce.com’s ongoing release of system enhancements into the ideal operating platform that could meet the unique needs of ultra high net worth (UHNW) advisors. By organizing entity, relationship, and asset information in one digital store, WealthHub could automate the daily functions of a UHNW relationship manager, trust officer or other fiduciary professional and provide Trust and UHNW-specific CRM
visibility, reporting, controls, and compliance assurance for managing trusts and other complex legal entities, alternative assets, and related processes. This shifts a CRM from just a sales tool into a full end-to-end operating platform and gives family offices and trust companies the ability to implement Salesforce in a fraction of the time and cost it would take otherwise.
WealthHub Solutions provides an administrative operating platform for trust companies, family offices, and other ultra-high net worth fiduciaries. WealthHub allows UHNW advisors to organize all their information in one digital vault—trust details, documents, account and asset data, activity records, and more. It leverages this digital data foundation into automated workflows for common activities like account or entity onboarding, distribution review and approval, bill payment management, or compliance reviews. Built on Salesforce, WealthHub turns a CRM into the operating platform for UHNW advisors that dramatically improves efficiency and customer service quality while reducing risk and providing greatly enhanced management reporting.
202 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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