FinFolio

Sync FinFolio contacts with other apps

PieSync integrates FinFolio with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with the other app, and vice versa - eliminating import/export!

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.

It takes 5 minutes to start syncing FinFolio with your other cloud applications.

no-strings-attached 14-day free trial

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.

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.

Features of PieSync

  • No more import/export of your contacts
  • Share contacts with your team
  • Have all contacts available on your smartphone
  • Save time spent on data entry
  • Avoid manual errors
  • Set it and forget it
Try it out for yourself

I'm using PieSync to keep my smartphone updated with the business development plans that I make using Nimble. So as I travel, I'm able to stay in touch with each client on a moment to moment basis.

Clifton L. MuhammadData Analytics Strategist

The number one benefit for me syncing my CRM (Capsule) with my Google Contacts is that changes I make on the CRM (or contacts added automatically from contact forms, MailChimp, etc) are passed over to Gmail and, equally importantly, then available on my Android phone (OnePlus One)

Mike LittleWordPress Specialist