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TrustHub
by WealthHub Solutions Inc.SalesforcePaid
Manages trust administration and client financial information in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
TrustHub brings client financial information, trust documents, contacts, related entities, assets, investments, loans, and other details into one interface. It integrates with trust accounting systems or aggregates accounts, with document management included. Configurable workflows cover account opening, onboarding, KYC/CIP approvals, successor trustee risk evaluations, distributions, and terminations. The vendor describes it as a CRM for trust companies and family offices.
Key capabilities
from the Salesforce AppExchange listingFinancial information access
Provides an interface for accessing client financial information and account details.
Trust document management
Stores trust documents with integrated document management.
Entity and asset records
Records details about households, trusts, LLCs, endowments, foundations, real estate, funds, loans, investments, and other property.
Configurable workflows
Supports configurable workflows for account opening, onboarding, approvals, distributions, and terminations.
Trust administration processes
Who it's for
TrustHub is for trust companies, family offices, trust officers, and support staff.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»
Official marketplace listing
Marketplace
Publisher
WealthHub Solutions Inc.
Updated on marketplace
Facts verified