Salesforce AppExchange · Wealth Management

PSTOX Wealth – iA
Salesforce + Industrial Alliance, daily

Seamless daily synchronization of customer and account data from Industrielle Alliance directly into your Salesforce CRM — accurate, automated, and right where your team already works.

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Technology Partners

Overview

Daily sync of clients and accounts — no manual work

PSTOX Wealth integrates with Industrielle Alliance (iA) via their API, offering seamless daily synchronization of customer and account data directly into your Salesforce Financial Service Cloud.

No more manual updates, no more data lag. Your advisors always have accurate, up-to-date client information — right where they already work — so they can spend less time on administration and more time with clients.

Integration via the iA API

iA data feeds directly into your Salesforce environment

Daily updates

Customer and account data refreshed every single day

100% Salesforce-native

Data lives where your team already works — no new tools

Secure & compliant

Built to Canadian financial industry standards

How it works

Integration with Salesforce Financial Service Cloud

Data flow between Book of Record and Salesforce

The integration pulls data from Industrielle Alliance's Book of Record via their API and syncs it daily into Salesforce Financial Service Cloud — keeping client profiles, account data, and portfolio information current without any manual intervention.

Business impact

The value for your business

Simplicity

Essential data only, without information overload. Clean, focused records that help advisors act fast and confidently.

Accurate, up-to-date data

No more manual updates or stale records. Every advisor starts their day with fresh, reliable client and account data.

Efficiency

Less administrative work, more time for your clients. Automation handles the data so your team can focus on relationships.

Get started

Why choose PSTOX

As certified Salesforce and MuleSoft partners with deep expertise in Canadian financial services, we deliver solutions that are accurate, compliant, and built to last.

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Salesforce & MuleSoft certified partner

Exclusive access to Salesforce resources, tools, and advanced training programs

Financial industry specialists

Deep fintech expertise — solutions tailored to 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 connect Salesforce with Industrielle Alliance?

View the app on AppExchange or speak directly with our team to scope your implementation.