WealthCloud LLC Wins Best CRM System At The Family Wealth Report Awards 2015

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WealthCloud LLC (“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.

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WealthCloud LLC (“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.

WealthCloud was originally shortlisted in three categories that also included Front Office Solutions and Onboarding. The designation as Best CRM system by Family Wealth Report is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive CRM space.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.    

Commenting on the firm’s award, WealthCloud’s CEO C. Richard Corl, said: "We are delighted to have been voted the winner of this prestigious award. It is a great honor to be recognized for our efforts, and it truly is a testament to the hard work the team has put in over the last 12 months. At WealthCloud, we look to continuously be a leader and innovator in the CRM space for trust companies, multi-family offices, financial planners and others overseeing wealthy.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.

About WealthCloud, LLC
WealthCloud, LLC is a technology company serving the wealth management industry consisting of trust companies, multi-­family offices, Registered Investment Advisors, banks, law firms and others in businesses who administer trusts and wealth for high net worth individuals. The company’s unique Salesforce based cloud-­computing platform provides users with a centralized portal with all of the necessary applications and tools to manage all of their day-­to-­day responsibilities, effectively and efficiently, in one environment. These integrated capabilities include daily workflows, compliance review infrastructure, performance reporting, customer relationship management, document management and custodian agnostic aggregated investment accounting. The company markets its platform of services directly as well as through channel partners and media technologies to the identified market sectors, defined above. To be successful in the current wealth management climate, advisory productivity needs to improve greatly while reducing back-­office costs. The company’s fully integrated platform is leading the wealth management industry shift toward this new paradigm of enhanced and transparent client services and their data.

WealthCloud, LLC, executive offices are located at Two Tower Bridge, One Fayette St. Conshohocken, PA 19428. Telephone: 610.915.2120 http://www.WealthCloud.com

About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004 to provide high quality “need to know” information for the discerning private client community. London-­‐based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-­‐global thought-­‐leadership events program.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-­ growing media groups serving the financial services sector.

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JAMIE JOFFE
WealthCloud LLC
+1 (610) 941-4222
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Dick Corl
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