WealthHub Solutions is a Conshohocken-based company that offers an automated fiduciary management solution designed specifically for trust companies and family offices. Their platform, WealthHub, streamlines administrative tasks, improves productivity, and enhances the investor experience by integrating investment data and reporting with automated workflow, contact management, task scheduling, document management, and compliance.
With WealthHub, trust officers and fiduciary professionals can automate daily functions, gain visibility and control over complex family structures and related assets, and simplify compliance through consistent and compliant reviews. The platform also provides management reporting, dashboards, and reports that offer instant answers to important business questions, allowing trust companies and family offices to grow their client base without increasing headcount.
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