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.

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