FinFolio - PieSync

Sync FinFolio with 80+ CRM and contact apps using PieSync.

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PieSync integrates FinFolio with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with the other app, and vice versa - eliminating import/export! You can also sync custom fields, including FinFolio calculated fields.

PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.

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About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

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Features

Top features:

  • No more import/export of your contacts
  • Share contacts with almost any CRM and contact management system
  • Sync FinFolio custom fields, including calculations
  • Save time spent on data entry
  • Avoid manual errors
  • Set it and forget it