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.
FinFolio has deeper integrations with some of the wealth management CRM's like Junxure. And we plan to add more--2018 is our Year of Integrations and we are just getting started. With PieSync we are off to a great start, adding customizable synchronization with many common apps.
How does it work? Setting up an integration is very easy. First go to PieSync's site and set up an account; we found it to be very reasonably priced. Next pick FinFolio as your integration, entering an API key and your domain.
Then you select the system you want to link with FinFolio. You can set rules and pick the "direction" of the integration, whether you want FinFolio to update the other system or to have it go 2 ways.
With many integrations, your job is done. Less than 5 minutes of setup time. But in wealth management, an integration doesn't count for much if you can't also push market values, rates of return and other calculations. PieSync allows you to map custom fields, including our soon-to-be-launched pre-calculated custom fields that integrate into our rich calculation library.
You can futher customize the integration, by linking custom fields in both FinFolio and the other linked app. You can pull in last contact information from your CRM, or whether your last email has been responded to. And you can push calculations and other information from FinFolio that you have stored in custom fields.
We're very excited about the new possibilities this opens up for FinFolio users. There is a vast number of wonderful apps that we use ourselves to make our business run smoother. Now our adviser and wealth manager clients and partners can use the same apps hand-and-hand with FinFolio.
