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PSTOX Wealth

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https://pstox.com/

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Solution introduction

PSTOX Wealth integrates Croesus into Salesforce, offering a comprehensive view of clients, accounts, financial transactions, portfolio details, asset allocation, and performance

This package supports advanced reporting, helping advisors generate insights and communicate effectively with clients. It's designed to streamline operations, enhance client engagement, and drive growth

PSTOX Wealth
Unleash the Potential: PSTOX Wealth integrates Croesus and Salesforce for elite firms, transforming wealth management with precision and scale.

PSTOX Wealth Light
Streamlined Excellence: PSTOX Wealth Light brings robust wealth management to SMEs, combining Croesus data and Salesforce agility affordably.

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