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TrustHub
The better way to manage trusts
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudFinancial Services Cloud
TrustHub--the only solution built specifically to automate the administration of trusts and family offices. Integrate financial information with documents, contacts, trust details and workflows to increase efficiency, enhance compliance, and reduce risk.
Highlights
Your Trust Information Cockpit. A single interface to access client financials, trust documents, client contacts, and details on trusts, related parties, special assets, alt assets, loans and more. Because better organization breeds better service.
The Better Way. There has to be a better way to administer trusts and service ultra-high net worth clients--and now there is. Sharing information electronically, eliminating paper, and automating recurring processes is how TrustHub does it.
Built Specifically for Fiduciaries. Not for loan officers.Nor financial advisors. Nor brokers. TrustHub is the deep vertical CRM solution tailored to the unique needs and requirements of trust companies and family offices.
Provider Details
Pricing Details
Pricing does not include creation or management of data integrations, initial or ongoing customizations, or implementation fees.
Default Plan
$40 USD/user/month