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.
