- Category rank
- #42 in Finance
- Price from
- $40 / user / month (USD)
- Listing audit
- 62/100
TrustHub is a Salesforce AppExchange app by WealthHub Solutions Inc.. With a rating of 5.0★ from 12 reviews, it currently ranks #42 in the Finance category.
TrustHub is the #42 ranked Finance app on Salesforce, with a 5.0 average rating from 12 reviews, as a paid app, as of Nov 6, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 6, 2026
TrustHub ranks #42 of 561 in Finance on Salesforce. It holds a 5.0★ average from 12 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2017
Cons
- −Only 12 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About TrustHub
How TrustHub works
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.
Key features
- Your Trust Information Cockpit. A single interface to access client financials, trust documents, client contacts, and details on trusts, related parties, special assets, alt assets, loans and more. Because better organization breeds better service.
- The Better Way. There has to be a better way to administer trusts and service ultra-high net worth clients--and now there is. Sharing information electronically, eliminating paper, and automating recurring processes is how TrustHub does it.
