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Conshohocken, PA Head Office

Two Tower Bridge, 1 Fayette Street
Conshohocken
PA
US

Telephone

610-915-2124

Contact

Scott Vey
[email protected]

TrustHub for Family Offices, Salesforce.com AppExchange

TrustHub is a Salesforce-based trust administration and CRM platform targeted at trust companies and created to fuse together front, middle and back offices. Our scalable, cloud-based platform features managed workflows for key trust functions and can be integrated with legacy accounting systems.

TrustHub for Middle/Back Office, Salesforce.com AppExchange

TrustHub is a Salesforce-based trust administration and CRM platform targeted at trust companies and created to fuse together front, middle and back offices. Our scalable, cloud-based platform features managed workflows for key trust functions and can be integrated with legacy accounting systems.

Family Office Trust Administration

Put all your critical information in one place and leverage customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. And much more.

WealthHub Trust Administration Software

Designed by trust officers for trust officers, It combines a state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration. Automates the administration of trusts and family offices. Built on Salesforce.com.

WealthHub Trust Management for International Trusts & CRS

US trust admin companies use WealthHub because it provides a scalable way to handle a rapid increase in administrative demand across multiple new clients (as driven by CRS). As a result, incoming trust companies have satisfied global clients and effective management reporting across borders.