The View
Simplify your financial data landscape with PSTOX Wealth. Developed by PSTOX Lab in strategic partnership with Croesus, this Salesforce AppExchange package allows for an up-to-date view of your Croesus data within the Salesforce platform, eliminating the need to switch applications.
The App
The Data
Account & Client Information
Access complete account details from Croesus directly within Salesforce. Streamline client management with detailed client data available at your fingertips.
Performance Calculation
Leverage integrated features for robust and accurate performance assessments.
Asset Allocation
Obtain real-time visibility into asset distribution across various categories.
Transaction History
Maintain a clear audit trail with quick access to transaction records.
Portfolio Information
Review the entire portfolio details at a glance.
Portfolio Compositions (Positions)
Gain deeper insight into portfolio structures with detailed composition data.
Integration with Salesforce Financial Service Cloud
Integrated Search & Reporting:
Maximize the capabilities of the Salesforce interface with an integrated search experience across both Salesforce and Croesus servers. Leverage a rich reporting landscape that combines data from Croesus and Salesforce for more comprehensive insights.
Real-Time Data Access
Rather than relying on periodic synchronization, PSTOX Wealth pulls data from the Croesus server as needed, ensuring you always have access to the most current data without leaving the Salesforce environment.
Why choose PSTOX
- Salesforce and MuleSoft Partnership: As certified partners of Salesforce and MuleSoft, PSTOX has exclusive access to resources, tools, and advanced training, ensuring you receive the highest quality service.
- Industry Specialists: With deep expertise in the financial sector, we tailor our Salesforce and MuleSoft integration solutions to align perfectly with your financial business needs.
- Experienced Integration Experts: Our team boasts years of hands-on experience in delivering end-to-end Salesforce and MuleSoft solutions, from system design to implementation and support.
- Custom and Secure Solutions: We provide customized solutions that not only meet your unique business requirements but also adhere to industry regulations and prioritize data security.
- Long-Term Commitment: Our relationship extends beyond project delivery. We offer long-term support and maintenance, ensuring your systems are always optimized and efficient.
