PSTOX FundIntel
By PSTOXFinance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From 1,000 CAD per company per month
- Listed since
- 2023
About PSTOX FundIntel
Canadian Mutual Fund Securities Daily Loader
Introducing the Daily Loader for Mutual Fund Data, a powerful Salesforce AppExchange app that seamlessly integrates with Inovestor (Fundata) to retrieve and store daily Mutual Fund Data in the Financial Service Cloud Security Object. This automated tool eliminates manual data entry, ensuring accurate and up-to-date information for informed decision-making. With robust security measures, custom mapping, and a user-friendly interface, the app streamlines data management processes, enhances accuracy and includes a Job Batch Log App for monitoring job status. Experience the power of automation and optimize your financial workflows today.
Highlights
- Streamline financial data management processes with the Daily Loader for Canadian Mutual Fund Data.
- Seamless integration with Inovestor(Fundata) for reliable and up-to-date Mutual Fund Data.
- Retrieve daily Mutual Fund Data and securely store it in the Financial Service Cloud Security Object.
- Stay ahead of the game with automated daily data updates.
- Robust security measures ensure the privacy and protection of sensitive financial information.
- Custom mapping capabilities for seamless integration with your existing Salesforce ecosystem.
- User-friendly interface for easy configuration and setup.
- Enhance data accuracy by eliminating manual errors and tedious data entry.
- Monitor job status with the included Job Batch Log App for real-time updates and insights.
Screenshots
Image 1 of 2
Pricing
Paid, from 1,000 CAD per company per month.
| Plan | Price | Billed |
|---|---|---|
| Base | CA$1,000 per company | Monthly |
Compatibility
- Requires
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 9, 2023
- Industries
- Financial Services
- Languages
- English
- French
More Finance apps
The most reviewed Finance apps on the AppExchange, to compare before you choose.