ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.
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.
This 2-way sync for ERPNext works with leads, contacts, as well as customers. Upon setting up a sync, you get to decide what to sync. You can set up multiple concurrent syncs to have various objects syncing 2-way with other apps. Both ERPNext Cloud as self-hosted versions are supported.