Two-way contact sync between DataValidation and FinFolio

DataValidationFinFolio

PieSync integrates DataValidation with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in DataValidation, 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 DataValidation and FinFolio contacts.

It takes 5 minutes to start syncing DataValidation with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with DataValidation 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.

DataValidation

About DataValidation

Verify email addresses in Real-time at the point of entry/signup. See the percentage of deliverable and undeliverable email addresses on your list prior to purchasing! The perfect solution to keep your lists clean and always ready to send! Use DataValidation today and experience: The fastest, most accurate and secure platform; An easy-to-use self-service application with no hidden fees or contracts!

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

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

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO