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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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- TrustHub/TrustHub 1.255 1.255.0
- Listed On
- 03/06/2017
- Latest Release
- 04/01/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 76Custom Tabs: 65Custom Apps: 2
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
TrustHub is the end-to-end solution built for trust and family office administration. It integrates with your trust accounting system or aggregates accounts to put all your client financial information at your fingertips. All your trust documents are there, too, with integrated document management. As are all the relevant details on your clients, their multiple households, trusts, LLCs, endowments, foundations, real estate and other property, hedge and private equity funds, loans, direct investments, and more. From that centralized information point, TrustHub automates the daily functions of trust officers and support staff with configurable workflows for account opening, account onboarding, KYC/CIP approvals, admin and investment reviews, trust document reviews, successor trustee risk evaluations, distribution, terminations--the recurring functions of fiduciary management. This is the better way--eliminating paper and sharing information to allow you to grow your business without growing headcount. Enforcing compliance by moving processes from static documents to defined workflows. Reducing fiduciary risk by enforcing organization protocols and providing smart reminders.