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.

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