Technology drives trust administration efficiency
Sterling Trustees has invested heavily in cutting edge technology that integrates the many facets of your trust into one environment. In this manner, all data is aggregated into a single portal for comprehensive administration, efficient and accurate monitoring. Both cash and other tangible assets are tracked in near real time reporting so your trust officers know exactly where your trust stands at any given time.
WealthHub(SM) is a customized system that offers Sterling Trustee clients the very latest in trust administration reporting for robust analysis and action. WealthHub combines the functionalities of work flow, document management, bill pay, performance management, compliance and CRM, all built on the Salesforce.com platform. This data is fed into the system from Sterling Trust’s accounting engine which is, in turn, data fed by numerous sources such as custodian banks, hedge fund administration, credit card transactions and private equity funds.