user

WealthHub Solutions, Inc

Software Development

View the employees at

WealthHub Solutions, Inc

Overview

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.

  • University of Pennsylvania

    University of Pennsylvania, South 30th Street, University City, Philadelphia, Philadelphia County, Pennsylvania, 19104, United States

    Get Direction