Croesus: Croesus and PSTOX sign a strategic partnership to integrate Croesus Advisor with Salesforce

MONTRÉAL, Nov. 24, 2021 /CNW Telbec/ - Croesus, a Canadian pioneer and leader in software-as-a-service (SaaS) wealth management solutions for nearly 20 years, is pleased to announce that it has entered into a strategic partnership agreement with PSTOX. Under the agreement, PSTOX will develop an application that links Croesus Advisor's programming interfaces to Salesforce's client relationship management platform. Once developed, the application will be made available in the Salesforce application repository (AppExchange). Financial advisors using Salesforce will have a direct link between the Salesforce platform and the Croesus portfolio management solution. This combination will allow users to synchronize data in both environments, avoid duplicating information, and increase productivity in the workplace. ...Full story available on Benzinga.com