WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015
WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM and Onboarding. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed