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PSTOX FundIntel

By PSTOX

Canadian Mutual Fund Securities Daily Loader

No Ratings
$1,000   CAD/company/month
Try It
Industries
Financial Services
Business Need
Finance
Requires
Financial Services Cloud

Daily loading of Canadian Mutual Fund securities in Financial Service Cloud.

Highlights

Streamline financial data management processes with the Daily Loader for Canadian Mutual Fund Data.

Seamless integration with Inovestor(Fundata) for reliable and up-to-date Mutual Fund Data.

Retrieve daily Mutual Fund Data and securely store it in the Financial Service Cloud Security Object.

Stay ahead of the game with automated daily data updates.

Robust security measures ensure the privacy and protection of sensitive financial information.

Custom mapping capabilities for seamless integration with your existing Salesforce ecosystem.

User-friendly interface for easy configuration and setup.

Enhance data accuracy by eliminating manual errors and tedious data entry.

Monitor job status with the included Job Batch Log App for real-time updates and insights.

Provider Details

PSTOX
Montreal, Quebec, Canada
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2015
Website
Email
Phone
514-207-7648

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

Base

$1,000 CAD/company/month

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