Do you ever get frustrated because it is so hard to break out of the small ecosystem of wealth management technology? There are so many interesting best-of-breed apps available that are closed off to financial advisers, because they don't integrate with our current apps. This is a somewhat unique problem to wealth management professionals, due to the proportionally smaller number of users in our market segment.
FinFolio has integrated with a new service called PieSync. It synchronizes client data back and forth between FinFolio and 80+ other apps. For wealth managers who may feel limited in the types of apps they can use for their business, this opens the door into a new world of mainstream CRM and productivity software.
- Want your client list in your android phone? We now sync with Google Contacts.
- Considering a cutting-edge sales CRM to boost leads? We now integrate with PipeDrive and Prospect.io.
- Using a more traditional CRM? We have SalesForce and Office 365.
- Interested in hosting your website in a SEO tool like Hubspot? Got it.
- Want to experiment with email lists? Sync with MailChimp.
- Send an annual client survey? Try SurveyMonkey.
- Doing your financials with Xero or Quickbooks? Eliminate duplicate data entry between FinFolio and your accounting software.
- Anything I missed? There are many, many more.
