FinFolio | Portfolio Management Software Blog

FinFolio is excited to announce our partnership with Redtail Technology, a leader in CRM solutions. This partnership enables our clients to sync data between FinFolio and Redtail.

The integration with Redtail is either one-way or two-way depending upon the type of data being synced.

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.

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!

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. We launch on Monday after a fun release party on Saturday with many margaritas.