PSTOX Wealth Light

PSTOX Wealth Light - IA is a lightweight integration package designed for wealth management firms using Salesforce Financial Services Cloud. It provides automated daily synchronization of Client and Account data from Industrielle Alliance (iA) APIs to Salesforce, reducing manual data entry and improving accuracy.

Key Features Daily Data Sync: Updates client and account records every 24 hours.

Secure API Connection: Full integration with iA APIs using secure protocols.

Salesforce-Native: Built for and fully compatible with Financial Services Cloud.

Monitoring Tools: Includes logs and dashboards for sync tracking and troubleshooting.

Quick Setup: Lightweight, fast deployment.

Business Benefits Better Data Accuracy: Keeps records current without manual effort.

Increased Productivity: Advisors spend more time with clients, less on admin tasks.

Compliance-Friendly: Maintains audit trails and sync logs for transparency.