Two-way contact sync between Act! 365 and FinFolio

Act! 365FinFolio

PieSync integrates Act! 365 with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Act! 365, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Act! 365 and FinFolio contacts.

It takes 5 minutes to start syncing Act! 365 with FinFolio

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Other available connections on PieSync

More connections with Act! 365 and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Act! 365

About Act! 365

Act! 365 enables you to manage your contact information and activity for marketing and customer service. Affordable and easy to use, Act! 365 helps individuals, small businesses and sales teams organize customer details, send emails, and drive sales results.

FinFolio

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

Try it out for yourself

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker