Conshohocken, PA – Tuesday, November 12, 2024 – WealthHub Solutions today announced that it has again achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that WealthHub Solutions provides enterprise-level security for customer data secured in the WealthHub Solutions System.
WealthHub Solutions provides an administrative operating platform for trust companies, family offices, and other ultra-high net worth fiduciaries. WealthHub allows trust administrators to organize all their information in one digital vault—trust details, documents, account and asset data, activity records. It leverages this digital data foundation into automated workflows for common activities like account or entity onboarding, distribution review and approval, bill payment management, or compliance reviews. Built on Salesforce, WealthHub turns CRM into the tool for UHNW advisors that dramatically improves efficiency and customer service quality while reducing risk and providing greatly enhanced management reporting.
WealthHub Solutions was audited by Prescient Assurance , a leader in security and compliance attestation for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which includes but is not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out them at [email protected].
An unqualified opinion on a SOC 2 Type II audit report demonstrates to WealthHub Solutions’ current and future customers that they manage their data with the highest standard of security and compliance.
