FinFolio launches live chat in the client portal via integration with FreshChat

Your clients are getting younger and younger, and they expect you to support them in more and more mediums. Chatting on a computer or mobile device is more convenient for your customers, and it saves you money when one employee can monitor multiple chats at once.

Topics: Integration

Clients can book appointments directly on your calendar via an integration with Calendly

You can now eliminate the back and forth of meeting scheduling, putting the power to book meetings in the hands of your clients. Meetings sync to your Google or Office 365 calendar so clients can always see your up-to-date availability.

FinFolio does this via an integration with Calendly, which works with your calendar to automate appointment scheduling. This integration makes it even easier to access and share your event types & meetings. Choosing available times for ad hoc meetings and sending them as a one-click booking experience has never been easier.

Topics: Integration Product

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.
  • 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.
Topics: Development Integration

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.

Topics: Development Integration