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WealthCloud to provide integrated trust admin platform for Seward & Kissel


Seward & Kissel, a New York City-based law firm 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,” says WealthCloud CEO and Director C Richard Corl (pictured). “We’re excited to work with Seward & Kissel because our service offerings have traditionally been deployed exclusively by financial services organisations that specialise 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.

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