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PSTOX Wealth Light - iA Integration
PSTOX Wealth Light - PMS Integration
$250 CAD/company/month
- Industries
- Financial Services
- Business Need
- SalesCustomer ServiceFinance
- Requires
- Financial Services Cloud
- Compatible With
- Sales Cloud
PSTOX Wealth Light - IA is a lightweight integration for Salesforce Financial Services Cloud that automates daily synchronization of Client and Account data from Industrielle Alliance (iA) APIs. It eliminates manual data entry, enhances advisor productivi
Highlights
Daily Data Loading: Automate Client and Account data import into Salesforce for up-to-date accuracy.
Suited for Small-Mid Firms: Tailored for smaller financial firms' data management needs with intuitive and powerful features.
Upsert Functionality: Utilizes upsert for reliable data insertion and updates in Salesforce, ensuring data integrity.
PSTOX's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
PSTOX
Montreal, Quebec, Canada
PSTOX is renowned for delivering cutting-edge Salesforce FSC solutions, adeptly tailored to meet the distinct needs of the financial sector. We are the trusted ally of investment firms, mutual funds resellers, brokerage houses, and insurance companies, offering unparalleled solutions that harmoniously blend innovation and efficiency. Our distinguished presence on Salesforce AppExchange underscores our commitment to excellence and innovation. We provide a suite of applications designed to facilitate access to critical market data, including Securities, Fixed Income, Mutual Funds, and ETFs. Enhanced by intuitive analytics tools, our offerings on AppExchange empower firms to harness complex data, transforming it into actionable insights that drive informed decision-making. The integration prowess at PSTOX is further amplified by our MuleSoft-powered Integration Division. We understand the indispensable role of seamless connectivity in the dynamic financial landscape. Hence, we ensure your systems are not only interconnected but are also optimized for peak performance, security, and reliability, equipping you with a competitive edge in data exchange and processing.
Pricing Details
Contact us at info@pstox.com
1-10 users
$250 CAD/company/month
11-20 users
$325 CAD/company/month
21 - 50 users, contact us for 51+ users
$450 CAD/company/month