Wealth Hub had a bold goal: to create the first Salesforce-native trust management system.
They wanted to unify fiduciary workflows, connect complex data, and meet strict compliance standards. The vision was ambitious, the timeline tight, and the opportunity clear: achieve first-mover advantage in a rapidly evolving industry.
The Challenge
Managing fiduciary operations requires:
- Speed to handle client demands
- Accuracy to ensure compliance
- Control to manage sensitive data
Wealth Hub faced major hurdles:
- Data scattered across multiple systems
- Complex, specialized workflows
- Limited in-house technical capacity
They needed a trusted partner who could:
- Design a scalable architecture
- Accelerate development and deployment
- Provide expert governance every step of the way
The Solution: Partnership with Prolifics
Prolifics partnered with Wealth Hub to design and deliver a Salesforce solution tailored to trust management.
Key highlights of the solution:
- Created custom objects and workflows for trusts, clients, accounts, and legal provisions
- Unified everything into a single, centralized view
- Built dashboards, document management, and approval workflows for compliance
- Integrated QA and security checks throughout development
Using a hybrid global delivery model, we combined speed and efficiency with continuous feedback.
Iterative releases let Wealth Hub test and refine early, while transparent governance ensured confidence at every stage.
Visual idea:
Add an infographic showing “From Vision → Design → Development → Launch” to illustrate the agile journey.
The Results
The results spoke for themselves. Wealth Hub launched the industry’s first Salesforce-native trust administration platform, achieving:
- Reduced operational risk
- Stronger compliance
- Scalable architecture for future growth
- Competitive market advantage
Prolifics became more than an implementation partner; we became a strategic collaborator, helping Wealth Hub move faster, scale smarter, and innovate with confidence.
Ready to Transform Your Trust Operations?
Unify fiduciary workflows, strengthen compliance, and accelerate innovation with Salesforce.
