
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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WealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application automates the daily activities of a trust offers or family office and, in the process, delivers visibility across the organization and control to management. TrustHub integrates CRM and workflows that are tailored to trust and family office management with trust or portfolio accounting systems, document management, data aggregation, client portal and reporting, bill payment, and more. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust and family office operations
Trust administration,family office management,crm,portfolio accounting,and reporting
Wealthhub solutions, inc operates in the Software development industry.
Wealthhub solutions, inc's revenue is 1m - 10m
Wealthhub solutions, inc has 11 - 50 employees.
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