Premier Finance Tools
for Industry Professionals
Purpose-built Salesforce apps for the Canadian financial industry — bringing fund data, partner integrations, and wealth management workflows directly into your CRM.
Available on Salesforce AppExchange
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.
View details →- Daily-loaded fund data directly into Salesforce Security Master
- Structured investment data for confident, informed decision-making
- Real-time financial insights surfaced within your CRM workflow
- Built for Canadian financial industry compliance standards
Experience enhanced financial data management with iA API integration. Connecting Salesforce with Industrielle Alliance (iA), we deliver a seamless daily sync of client and account data — reducing complexity and boosting operational efficiency for your teams.
View details →- Native Salesforce + Industrielle Alliance (iA) API connection
- Daily automated sync of client and account data
- Up-to-date, reliable information available every day
- Empowers wealth management teams with reduced operational complexity
Need a custom Salesforce integration?
Our team builds tailored Salesforce solutions for Canadian financial firms.
A 30-minute call is all it takes to scope your project.