Wealth Hub Solutions LLC is a Conshohocken-based company that offers an automated trust administration solution designed specifically for trust officers and fiduciary professionals. Their platform, WealthHub, streamlines administrative tasks, improves productivity, and ensures compliance with regulatory requirements, allowing trust companies and family offices to focus on client needs and enhance the investor experience.
WealthHub's integrated solution combines investment data and reporting with automated workflow, contact management, task scheduling, document management, and compliance features. By eliminating the need for manual tracking and spreadsheets, WealthHub enables trust administrators to efficiently manage client information, simplify compliance reviews, and gain valuable insights through management reporting and dashboards.
Generated from the website