TrustHub

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.