Build a future-ready trust management platform on Salesforce
Wealth Hub set out to achieve something no one else had done before: create the first ever Salesforce native trust management system. Their vision was ambitious and time sensitive, with the need to unify fiduciary workflows, bring together complex data, and ensure full compliance with regulations, all while moving quickly to capture first mover advantage.
The challenge was steep. Fiduciary operations demand a balance of speed, accuracy, and control, and Wealth Hub faced fragmented data, specialized workflows, and limited in-house delivery capacity. They needed an experienced partner who could design a scalable architecture, accelerate development, and guide the journey with the right governance and expertise.
That’s where Prolifics came in. We partnered with Wealth Hub to design and deliver a Salesforce solution that blended out-of-the-box functionality with trust-specific customizations. Our teams created objects and workflows for trusts, clients, accounts, and legal provisions, ensuring everything was unified into a single view. Dashboards, documents, and approval workflows were built for compliance, while QA and security measures safeguarded every step.
Through a hybrid global delivery model, we ensured speed and efficiency. Iterative releases meant Wealth Hub could validate and refine early, while transparent governance provided confidence at every milestone. By the end, Wealth Hub wasn’t just deploying a system; they were entering the market with a competitive edge and the scalability to support future growth.
The results were transformative. Wealth Hub launched the industry’s first Salesforce native trust administration platform, reducing operational risk, meeting compliance needs, and securing a leadership position. 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 explore how your organization can unify fiduciary workflows, strengthen compliance, and accelerate innovation on Salesforce? Let’s start the conversation.
