Sync your FinFolio Contacts with many other apps!

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October 19, 2017


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. Now you can sync contacts between FinFolio and these apps:

About PieSync

Most businesses use several cloud-based apps to manage their different processes. You and your team might be using a Customer Care Tool, one for Marketing Automation, an accountancy app and FinFolio as your portfolio management software. To make sure that all the customer data is migrated from one system to another, most people use the clunky import/export function, or worse – they resort to the dreaded data entry. Thanks to PieSync you never again have to use these antiquated methods. PieSync syncs your contacts between FinFolio and other business clouds apps such as Google Contacts, Quickbooks, Salesforce, Stripe, etc. You can choose sync in one direction or 2-way between FinFolio and your selected app. PieSync works in real-time to ensure that your data is always up-to-date. We know that deals can be made or broken in a matter of minutes so you don’t want to waste time looking for the correct email or phone number.

Related Article: PieSync Named High Performer on G2 Crowd’s Cloud Data Integration Software Report

Our Latest Feature: Intelligent Syncing

This is the latest feature of PieSync, it allows you to sync attributes, categories, lists, etc. Through an intuitive “ Ifthisthenthat” conditional logic, you can sync contacts maintaining your segmentation for marketing, communication and support purposes. The “ Ifthisthenthat” rules or conditions enable you to accomplish complex automatic workflows across different applications. finfolio

Increase your productivity

By automatically syncing data with PieSync, companies save hours every month. Plus, because you only have to enter your data once, you’ll dramatically decrease manual errors. How’s that for clean data? PieSync also has the advantage of updating contact information on your mobile phone or any other device. Which is perfect for remote teams. Wherever they are, they will have access to correct, up-to-date information instantly.

Learn to Setup your connection with FinFolio

Convinced? Sign up today for a 14-day free trial** Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.**

About Claudia Martinez

Claudia helps the marketing team by producing awesome blogs, case studies, ebooks, and newsletters. This tech-savvy writer is constantly searching for that great story behind the use case. She also loves working with our partners to create unique co-marketing campaigns.