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.
Experience enhanced financial data management with PSTOX Wealth. Bridging Salesforce and Croesus, we offer near real-time data access, reducing complexity and boosting your workflow efficiency.”
Harness the power of Croesus for real-time, multi-level portfolio performance analysis with PSTOX Wealth Performance. Utilize Croesus‘ advanced calculation methods to gain precise insights and transform your investment strategy.
PSTOX Wealth Light est une application Salesforce qui met à jour quotidiennement vos comptes et données financières en utilisant les données de Croesus. Elle inclut deux widgets LWC pour des calculs de performance à la demande directement sur les serveurs de Croesus.
