A Secure & Customizable Salesforce Portal for WealthHub
- Industry: IT
- Location: USA
- Technology: Salesforce.Net
About the Company
WealthHub is a software company with an application built on top of Salesforce that helps its clients administer and service ultra-high net worth clients and assets. They required an interactive portal that was configurable for each client and that would allow their clients’ users to access and view detailed information about their legal entities, market values, financial transactions, and distributions while also allowing the user to edit and update information and make requests for distributions or payments. The client also emphasized the importance of security and requested some custom features.
Client Requirement
The primary challenge faced by WealthHub was developing a portal that could meet the specific requirements of its trust company and family office clients while ensuring a high level of security and user-friendliness. The portal needed to have the following things:
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Wealthhub is uniquely architected to handle trusts and legal entities on Salesforce, so users should be able to view their legal entities and their market values.
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Users can view the transactions and distributions related to their legal entities and filter them out based on the legal entity, type of transaction, and time frame.
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Users should be able to view their legal entity details and other important information.
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It had to be interactive so that users could edit their personal information and request distributions or payments to be made.
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Users should be able to upload and download documents.
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Users should be able to enable two-factor authentication for their accounts.
Solutions
To address the client’s requirements, we collaborated with them to design and implement a robust portal solution. The following solutions were implemented to meet the client’s needs:
User-friendly Interface: An intuitive layout for easy navigation and access to relevant information.
Comprehensive Data Access: Visualize, analyze, and access data all within a single platform.
Filtering Capabilities: Filter transactions and distributions based on the legal entity and specific time frames.
Two-Factor Authentication: An added layer of protection, ensuring only authorized individuals could access sensitive financial information.
Administrator Control: Only authorized personnel could change the security measures, minimizing the risk of unauthorized access or data breaches.
Results
Enhanced User Experience
Clients found the portal easy to navigate and appreciated the comprehensive access to their financial data. The intuitive interface and filtering capabilities allowed them to analyze their investments effectively.
Improved Security
The inclusion of two-factor authentication added an extra layer of security, reducing the risk of unauthorized access and protecting sensitive financial information.
Efficient Data Analysis
The portal’s filtering options enabled users to analyze transaction and distribution data quickly. This capability facilitated decision-making and improved overall financial management for the clients.
Administrative Control
The administrator’s exclusive control over security criteria and settings ensured that the portal remained secure and met the company’s strict security standards.