PSTOX Wealth Light – Croesus Integration

The View

Simplify your financial data landscape with PSTOX Wealth. Developed by PSTOX Lab in partnership with Croesus, this Salesforce AppExchange package provides an up-to-date view of your Croesus data within Salesforce, eliminating the need to switch applications.

The App

PSTOX Wealth Light is a Salesforce app that creates and maintains accounts and financial accounts using Croesus data daily. It includes two LWC widgets for detailed performance calculations, executed on demand directly on Croesus servers.

Performance Calculation

The Performance Calculation feature in PSTOX Wealth Light includes two powerful LWC widgets: a small performance calculation widget for quick insights and a detailed performance calculation widget for in-depth analysis. These widgets provide real-time performance metrics on demand, directly from Croesus servers, ensuring accurate and up-to-date financial performance data at your fingertips.

Integration with Salesforce Financial Service Cloud

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.

We shared with Pstox some of the technological challenges related to our transformation; their specialists have lived up to our expectations and produced a high level of quality deliverables

Project Manager, Digital Transformation

We worked with Pstox for several years. The experience was a success factor. They delivered an excellent product to us. They are a partner of choice for the realization of critical MuleSoft Projects.  Pstox provides high-quality service in accordance with client expectations, deadlines and especially budgets!

CTO, Fintech

Pstox first realized an audit, allowing us to understand the strengths and weaknesses of our MuleSoft environment…Additionally, PSTOX was also able to provide some relevant guidance, which helped us build a stronger foundation for our API management framework.

Project Manager, International industrial group