Salesforce AppExchange · Financial Service Cloud

Daily Mutual Fund Data,
directly in Salesforce FSC

FundIntel connects Inovestor's Canadian Mutual Fund Data to the Salesforce Security Master object — automatically, every day, without manual entry. Accurate data where your advisors already work.

Start your free test drive Talk to our team →
Technology Partners
Salesforce AppExchange
Overview

Eliminate manual fund data entry — forever

FundIntel is a Salesforce AppExchange app that integrates with Inovestor to retrieve daily Mutual Fund Data and store it securely in the Financial Service Cloud Security Object.

Efficiency and accuracy are at the heart of FundIntel. With automated data retrieval, say goodbye to manual entry and time-consuming reconciliation — and focus on growing your business and serving your clients.

Daily automated updates
Fund data refreshed every day without any manual intervention
Enterprise-grade security
Data stored in FSC Security Object with full encryption
Inovestor integration
Direct connection to Canada's leading mutual fund data provider
Custom field mapping
Map Inovestor fields to your Salesforce data model
What's included

Key features

Seamless Integration
Effortlessly connects with Inovestor to bring reliable, up-to-date mutual fund data into your Financial Service Cloud.
Daily Data Updates
The latest mutual fund data retrieved from Inovestor every day — records always current for real-time decision-making.
Robust Security
Financial Service Cloud Security Object protects your data with industry-standard encryption and access controls.
Custom Mapping
Map data fields from Inovestor to your Salesforce Security Object to fit your specific business needs and existing data model.
User-Friendly Interface
Intuitive configuration and setup with minimal onboarding — designed for zero disruption to your existing daily operations.
Enhanced Data Accuracy
Automation eliminates manual errors and ensures data integrity — advisors always act on clean, reliable information.
Try it now

Try FundIntel today

Explore the full capabilities of FundIntel in a live Salesforce environment. Visit our AppExchange listing and click the Test Drive button — no commitment required.

Start your test drive →
Salesforce Partner
Salesforce & MuleSoft certified partner
Exclusive access to Salesforce resources, tools, and advanced training programs
Financial industry specialists
Deep fintech expertise — solutions built for your regulatory reality
Custom & secure solutions
Tailored to your requirements while adhering to industry regulations
Long-term commitment
Ongoing support and maintenance — your systems stay optimized
Client feedback

What our clients say

"We shared with PSTOX some of the technological challenges related to our transformation; their specialists have lived up to our expectations and produced high-quality deliverables."

Project Manager, Digital Transformation

"We worked with PSTOX for several years. They delivered an excellent product. A partner of choice for critical MuleSoft projects — high quality, on time, and on budget."

CTO, Fintech

"PSTOX first conducted an audit of our MuleSoft environment, then provided guidance that helped us build a stronger foundation for our API management framework."

Project Manager, International Industrial Group

Ready to automate your fund data workflow?

No commitment required. Test drive FundIntel on AppExchange or speak with our team.

Start your free test drive Talk to our team →