PieSync integrates EZ Texting with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in EZ Texting, 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 EZ Texting and FinFolio contacts.
It takes 5 minutes to start syncing EZ Texting with FinFolio
no-strings-attached 14-day free trial
More connections with EZ Texting and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
EZ Texting is an SMS marketing platform for businesses who want to take their marketing mobile. Low cost, highly customizable, makes this platform ideal for businesses of all sizes. Features include reporting and analytics, poll builder and on-the-go messaging.
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.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.