A Secure & Customizable Salesforce Portal for WealthHub
Executive Summary
WealthHub is a software company that helps clients administer and service ultra-high-net-worth clients and assets. They required an interactive portal that was configurable for each client. The client emphasized the importance of security and requested some specific functionalities.
Project Highlights
- Details about an intuitive interface for easy navigation.
- Insights on a uniform platform for legal entities, investments, and transactions.
- How advanced filtering options help with data analysis.
- Methods used to enhance account security.