Syncing Act! 365 and MyProsperity is currently on our roadmap
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.
Personal wealth redefined
myprosperity empowers advisers and their clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.