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PSTOX Wealth Light - iA Integration

PSTOX Wealth Light - PMS Integration

Overview

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

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  • 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 Wealth Light - IA is a lightweight integration package designed for wealth management firms using Salesforce Financial Services Cloud. It provides automated daily synchronization of Client and Account data from Industrielle Alliance (iA) APIs to Salesforce, reducing manual data entry and improving accuracy. Key Features Daily Data Sync: Updates client and account records every 24 hours. Secure API Connection: Full integration with iA APIs using secure protocols. Salesforce-Native: Built for and fully compatible with Financial Services Cloud. Monitoring Tools: Includes logs and dashboards for sync tracking and troubleshooting. Quick Setup: Lightweight, fast deployment. Business Benefits Better Data Accuracy: Keeps records current without manual effort. Increased Productivity: Advisors spend more time with clients, less on admin tasks. Compliance-Friendly: Maintains audit trails and sync logs for transparency.

Categories

Business Needs
Sales
Customer Service
Finance
Industries
Financial Services
Personas
Administrator
Business Operations Manager
Data Professional
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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