TrustHub

Outstanding Service - Carter Field

Carter Field with WealthHub always provides our Team with excellent service and quality results. He helps us envision better ways to operate and then executes.

Fantastic Dev Team

We have been working with TrustHub for over a year now and the team working with us has done a great job of building out the various workflows and processes we wanted in place for the trust company work. They know the systems inside and out and always give great ideas for accomplishing things when we're not sure what to ask for.

Indispensable tool for keeping us informed and on track!

WealthHub is the perfect tool for storing and analyzing client/account data from across our organization in one place. Having such a customizable environment provides the flexibility we need to leverage Salesforce in a way that makes sense for us; and the ability to build cross-functional workflows has allowed us to enhance our productivity and ensure that our critical functions are running smoothly. Our support team has been nothing short of amazing; so responsive, knowledgeable, and eager to get us solutions that work for us. Highly satisfied customers here!

Amazing

Our WealthHub team is so knowledgeable and had great suggestions for how we should set up this new instance of Salesforce. They are super responsive, and we're so glad to have them as a resource! As a longtime Salesforce user, I can really see how much time I save everyday with the improvements made by WealthHub. Paige and Perpetue are the best!

Nice Adaptable Trust overlay to Salesforce

What do I like about this app? - Adaptable. Easy to add/remove objects to incorporate more processes into the system and monitor those processes. Easy to add/remove fields, mark required what is important, create tiered approval processes, etc. Easy to pull fields from one object into another (rather than manually updating). What would I improve? Bi-directional reconciliation tool. WealthHub is great at importing and exporting data between systems and has tool for to monitor issues. Would be nice for individual users to be able to monitor on an account level. Would I recommend the app to others? Absolutely. If you can think it, you can pretty much build it in WealthHub.

Excellent CRM overlay for trust services, Phenomenal client support

The CRM functionality, flexibility and editability meets all our needs currently and for the future to come. We continue to identify ways to automate and create greater efficiencies. Our wealth hub reps is exceptional. Responsive, consistent and reliable. He continues to bring value in each interaction by looking to understanding what is needed and finding creative ways to provide greater value. Often times we have an idea as to how we want something but through the support of our rep, he provides greater understanding of options and develops the road map. The CRM in itself is great but its the partnership with Wealth hub and the continued support to get the greatest value out of its use is what sets them above and beyond. We could not be more impressed or appreciative.

Amazing CRM System

The platform is very customizable to our organizations needs and has been saving us a lot of time searching for data that used to be in a lot of different formats: notepads, emails, minds, index cards, etc. With all of our client data in one spot, we are able to see all client interactions that our employees have had which allows us to understand what service our clients are receiving and run reports on data, that we used to comb through by hand, in a matter of minutes! The WealthHub team is very responsive with any questions that we ask them and if they don't know, they will do their research and come back with suggestions. They are a wonderful partner and we couldn't ask for anyone better to help us on our CRM journey.

We are grateful for WealthHub Solutions for fiduciary management and trust administration.

The platform is customized to our needs and saves us so much time. Retaining and administering our client data all in one system allows for greater collaboration across our team and a more streamlined approval processes. Workflows enable us to onboard new clients, track disbursements, annual reviews, investments, tax prep, and more. The WealthHub team is very responsive — always available to help — and open to feedback on the product and suggestions for future product development.

Great CRM Platform for Trust and Family Offices

We have had a very positive experience using Wealthub Solutions. The platform is very flexible and the Wealthub team has been great in helping us build out our system to our custom needs. We now integrate our approval processes, transaction reviews, financial reporting, and trust administration processes through the platform and are continuing to build and scale up the platform with the help of their team.

Fantastic CRM/Trust Admin System +

Started with building basic CRM functionality replacing very broken legacy system. After three years of development with team we're doing Trust Admin, transaction review with integration to 3rd party data providers, task management, client team management, reporting, hierarchy structure/management and more. Very dependable service, customized help and deep understanding of their own system and how our business works. The team plus the tech has been a big improvement for us, they are a valued partner.