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PSTOX Wealth Light - iA Integration

By PSTOX

PSTOX Wealth Light - PMS Integration

No Ratings
$250   CAD/company/month
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Industries
Financial Services
Business Need
Sales
Customer Service
Finance
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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Financial Service Cloud, Access to iA (Industrielle Alliance) APIs

App Details

Version
PSTOX Wealth Light/ver 1.0 1.2.0
Listed On
03/07/2024
Latest Release
03/07/2024
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/05/2024

Additional Details

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.

Need help?

PSTOX

Montreal, Quebec, Canada

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