Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Kooltra Platform
Modernize your FX business end-to-end
- Industries
- Financial Services
- Business Need
- Process ManagementDashboards & ReportsData Visualization
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
Kooltra empowers businesses to modernize their FX business end-to-end. By consolidating your FX team, workflows, and customers into a single digital platform you improve margins, strengthen compliance, and enhance your customer experience.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- Enterprise
App Details
- Version
- Kooltra V2/2024-05-21 1.1578.0
- Listed On
- 07/08/2024
- Latest Release
- 07/08/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldManaged PackageLightning App Builder
- Package ContentsIf 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: 51Custom Tabs: 31Custom Apps: 2
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- EnglishFrenchSpanish
Security
Additional Details
Kooltra is a worldwide leader in end-to-end foreign exchange and global payments infrastructure. The Kooltra Platform empowers financial institutions with scalable technology that accelerates revenue growth, reduces operating costs, streamlines compliance, and automates regulatory reporting. Our products are designed to be modular applications that you can customize to fully replace, or, to simply enhance your current systems. Kooltra was founded by industry experts with 15+ years experience in FX and trading operations. The platform is supported by an in-house team of world class engineers.
Need help?
Kooltra Ltd.
Toronto, ON
Please contact our support team for any detailed questions or product specifications at support@kooltra.com.