--- title: FinFolio | Portfolio Management Software Blog (4) description: FinFolio makes portfolio management software for investment advisors. Rebalancing, portfolio reporting, and a client portal. (4) --- [![FinFolio | Portfolio Management Software](https://www.finfolio.com/hs-fs/hubfs/finfolio-3a.png?width=145&name=finfolio-3a.png)](http://finfolio.com/) # FinFolio | Portfolio Management Software Blog ## [Surprise! Just added 80+ integrations with CRM and other contact apps](https://www.finfolio.com/blog/surprise-just-added-80-integrations-with-crm-and-other-contact-apps) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Oct 19, 2017 10:57:12 AM [![Surprise! Just added 80+ integrations with CRM and other contact apps](https://www.finfolio.com/hubfs/mockups/piesync.jpg)](https://www.finfolio.com/blog/surprise-just-added-80-integrations-with-crm-and-other-contact-apps) 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**](https://www.google.com/contacts/). - Considering a cutting-edge sales CRM to boost leads? We now integrate with [**PipeDrive**](https://www.pipedrive.com/) and [**Prospect.io**](https://prospect.io/). - Using a more traditional CRM? We have [**SalesForce**](http://www.salesforce.com) and [**Office 365**](https://www.office.com/). - Interested in hosting your website in a SEO tool like [**Hubspot**](http://www.hubspot.com)? Got it. - Want to experiment with email lists? Sync with [**MailChimp**](http://www.mailchimp.com). - Send an annual client survey? Try [**SurveyMonkey**](http://www.surveymonkey.com). - Doing your financials with [**Xero**](http://www.xero.com) or [**Quickbooks**](http://www.quickbooks.com)? Eliminate duplicate data entry between FinFolio and your accounting software. - Anything I missed? There are [many, many more](https://www.finfolio.com/piesync-integration). [Continue Reading **](https://www.finfolio.com/blog/surprise-just-added-80-integrations-with-crm-and-other-contact-apps) [** 2 Comments](https://www.finfolio.com/blog/surprise-just-added-80-integrations-with-crm-and-other-contact-apps#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) [Integration](https://www.finfolio.com/blog/topic/integration) - [Tweet](https://twitter.com/share) ## [Announcing FinFolio 2.0](https://www.finfolio.com/blog/announcing-finfolio-2.0) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Sep 18, 2017 4:20:00 AM [![Announcing FinFolio 2.0](https://www.finfolio.com/hubfs/mockups/screen_dashboards_2550x1440.png)](https://www.finfolio.com/blog/announcing-finfolio-2.0) This is an exciting day. We have been working on the new release of FinFolio 2.0 for more than 2 years. It is a modern, mobile-first web app that runs equally well on desktop browsers and tablets. We run and host it for you, or you can install it and run it yourself on your servers. It runs in parallel with our current desktop product. Today is the official launch of FinFolio 2.0, the best portfolio management and trading software available to investment advisors and professional wealth managers. It has been in use by some of our clients for almost a year. Congratulations to everybody at FinFolio and around the world who worked so hard to create this product. Great job! [Continue Reading **](https://www.finfolio.com/blog/announcing-finfolio-2.0) [** 2 Comments](https://www.finfolio.com/blog/announcing-finfolio-2.0#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) [Product](https://www.finfolio.com/blog/topic/product) - [Tweet](https://twitter.com/share) ## [FinFolio 2.0 is almost here](https://www.finfolio.com/blog/finfolio-2.0-is-almost-here) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Sep 14, 2017 6:06:00 AM [![FinFolio 2.0 is almost here](https://www.finfolio.com/hubfs/tweets/ff2_two_years.png)](https://www.finfolio.com/blog/finfolio-2.0-is-almost-here) Our team has been working hard on FinFolio 2.0 for 2+ years and the big day is almost here. Current FinFolio user? Don't worry, this runs in parallel with our powerful desktop product. I truly believe that FinFolio 2.0 is the best portfolio mangement and trading software available to advisors. Want to see it? Sign up for our webinar at 11am MST on Monday September 18th: [FinFolio 2.0 First Look Webinar](https://attendee.gotowebinar.com/register/3254666953609402882). We launch on Monday after a fun release party on Saturday with many margaritas. [Continue Reading **](https://www.finfolio.com/blog/finfolio-2.0-is-almost-here) [** 1 Comment](https://www.finfolio.com/blog/finfolio-2.0-is-almost-here#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) - [Tweet](https://twitter.com/share) ## [FinFolio Launches wealthlab.io, an API for Wealth Management and Trading](https://www.finfolio.com/blog/finfolio-launches-wealthlab.io-an-api-for-wealth-management-and-trading) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Jul 26, 2017 12:09:28 PM [![FinFolio Launches wealthlab.io, an API for Wealth Management and Trading](https://www.finfolio.com/hubfs/wealthlab.png)](https://www.finfolio.com/blog/finfolio-launches-wealthlab.io-an-api-for-wealth-management-and-trading) I have some exciting news. For the last 2+ years, we have been working on FinFolio 2.0 and are finally ready to share. We are launching our powerful REST API as a stand alone product: **[wealthlab.io](http://www.wealthlab.io)**. [Continue Reading **](https://www.finfolio.com/blog/finfolio-launches-wealthlab.io-an-api-for-wealth-management-and-trading) [** 0 Comments](https://www.finfolio.com/blog/finfolio-launches-wealthlab.io-an-api-for-wealth-management-and-trading#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) [Integration](https://www.finfolio.com/blog/topic/integration) - [Tweet](https://twitter.com/share) [** Previous Page](https://www.finfolio.com/blog/page/3) [All Posts](https://www.finfolio.com/blog/all) [Next Page **](https://www.finfolio.com/blog/page/5) ### About FinFolio FinFolio makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite. ### Subscribe to Email Updates ### Recent Posts ### Posts by Topic - [Development (22)](https://www.finfolio.com/blog/topic/development) - [Integration (6)](https://www.finfolio.com/blog/topic/integration) - [Product (6)](https://www.finfolio.com/blog/topic/product) - [Hiring (2)](https://www.finfolio.com/blog/topic/hiring) - [13F (1)](https://www.finfolio.com/blog/topic/13f) - [Automation (1)](https://www.finfolio.com/blog/topic/automation) - [XML (1)](https://www.finfolio.com/blog/topic/xml) [see all](https://www.finfolio.com/blog/page/4#) ### Blog Archive - [April 2008 (3)](https://www.finfolio.com/blog/archive/2008/04) - [February 2008 (2)](https://www.finfolio.com/blog/archive/2008/02) - [June 2008 (2)](https://www.finfolio.com/blog/archive/2008/06) - [July 2008 (2)](https://www.finfolio.com/blog/archive/2008/07) - [September 2015 (2)](https://www.finfolio.com/blog/archive/2015/09) - [September 2017 (2)](https://www.finfolio.com/blog/archive/2017/09) - [January 2008 (1)](https://www.finfolio.com/blog/archive/2008/01) - [May 2008 (1)](https://www.finfolio.com/blog/archive/2008/05) - [July 2014 (1)](https://www.finfolio.com/blog/archive/2014/07) - [June 2015 (1)](https://www.finfolio.com/blog/archive/2015/06) - [August 2015 (1)](https://www.finfolio.com/blog/archive/2015/08) - [December 2015 (1)](https://www.finfolio.com/blog/archive/2015/12) - [January 2016 (1)](https://www.finfolio.com/blog/archive/2016/01) - [July 2016 (1)](https://www.finfolio.com/blog/archive/2016/07) - [February 2017 (1)](https://www.finfolio.com/blog/archive/2017/02) - [June 2017 (1)](https://www.finfolio.com/blog/archive/2017/06) - [July 2017 (1)](https://www.finfolio.com/blog/archive/2017/07) - [October 2017 (1)](https://www.finfolio.com/blog/archive/2017/10) - [July 2018 (1)](https://www.finfolio.com/blog/archive/2018/07) - [February 2019 (1)](https://www.finfolio.com/blog/archive/2019/02) - [March 2019 (1)](https://www.finfolio.com/blog/archive/2019/03) - [January 2021 (1)](https://www.finfolio.com/blog/archive/2021/01) - [February 2022 (1)](https://www.finfolio.com/blog/archive/2022/02) - [March 2022 (1)](https://www.finfolio.com/blog/archive/2022/03) - [April 2022 (1)](https://www.finfolio.com/blog/archive/2022/04) - [May 2022 (1)](https://www.finfolio.com/blog/archive/2022/05) - [August 2022 (1)](https://www.finfolio.com/blog/archive/2022/08) - [July 2023 (1)](https://www.finfolio.com/blog/archive/2023/07) - [September 2023 (1)](https://www.finfolio.com/blog/archive/2023/09) - [April 2024 (1)](https://www.finfolio.com/blog/archive/2024/04) [see all](https://www.finfolio.com/blog/page/4#) Wealth management simplified [![Schedule Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48) ### About FinFolio FinFolio​ makes **portfolio management software** for investment advisors and professional wealth managers.   ### Connect With Us ### From Our Blog ### Get Updates ### Contact FinFolio 3000 Lawrence Street, Suite 6 Denver, CO 80205 [(720) 206-0660](tel://720-206-0660) [sales@finfolio.com](mailto:sales@finfolio.com) [PRIVACY](https://docs.google.com/document/d/1Ddfo2Qo0Fej5n5PdUtAKdqeTMNvSDhIUZfVTwYiRLNU/edit?usp=sharing)