FundIntel

Empowering your financial insights with daily-loaded Investment Fund Data in Salesforce’s Security Master object. Stay informed, make confident decisions, and maximize your financial potential.

PSTOX Wealth – iA

Experience enhanced financial data management with iA API integration.

Now connecting Salesforce with Industrielle Alliance (iA), we deliver a seamless daily sync of client and account data. This robust integration reduces complexity and boosts operational efficiency, empowering your teams with up-to-date, reliable information every day.