Syncing eSputnik and FinFolio is currently on our roadmap
eSputnik is the Optical Marketing Marketing System for B2C:
improves conversion of your marketing campaigns
generates repeat sales
increases profitability of attracted customers
maximizes customer lifetime value
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.
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.