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WealthHub Wins Best CRM System at the Family Wealth Report Awards 2015
WealthHub (formerly, WealthCloud), the cloud-based, Salesforce fully-integrated platform with multiple applications for wealth management and trust companies was awarded “Best CRM System” at the 2nd Family Wealth Report Awards 2015. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York. WealthHub was originally shortlisted in three categories that also included Front Office Solutions