WealthCloud to provide an integrated trust administration platform for Seward & Kissel LLP

CONSHOHOCKEN, Pa.--()--WealthCloud, a Philadelphia-based technology firm specializing in integrating business functionalities on a Salesforce® cloud based platform for the wealth management industry announces that Seward & Kissel LLP, a leading New York City based law firm with an international reputation of excellence, has selected WealthCloud’s trust administration platform.

“WealthCloud’s solution integrates the myriad facets of trust administration on its wealth management platform, which we believe will bring great efficiencies to Seward & Kissel, a major law firm that structures a large volume of trusts for its clients,” said WealthCloud CEO and Director C. Richard Corl. “We’re excited to work with Seward & Kissel because our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients. Providing our services, along with Salesforce, to law firms opens an entirely new business vertical in which we can offer ways to streamline wealth management procedures and create a seamless approach to the complicated task of administrating trust related activities.”

The integrated trust administration platform’s new relationship with Seward & Kissel comes on the heels of several other noteworthy accomplishments including its closure of a seven-figure, strategic investment aimed at accelerating growth and also being named the best CRM system at the 2015 Family Wealth Report Awards.

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. WealthCloud’s unique functionalities on Salesforce’s cloud based 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 reporting. 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, administrative productivity needs to improve greatly while reducing back-­office costs. The company’s fully integrated functionalities on a Salesforce® platform are leading the wealth management industry shift toward this new paradigm of enhanced and transparent client servicing.

Contacts

J2 Communications
Jamie Joffe
office 610-941-4222
cell 610-864-5737
jamie@j2online.com

Contacts

J2 Communications
Jamie Joffe
office 610-941-4222
cell 610-864-5737
jamie@j2online.com