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
What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.
More connections are being added every month. See all available apps, 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.
<a href="https://finfolio.com" target="_blank">FinFolio</a> 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.
Cool. You'd be my preferred provider of any Sync tools of this nature going forwards!
I love the fact that PieSync allows me to keep my contacts synced in Gmail and Nimble CRM – it’s saved me hours of updates. I’m a B2B marketing consultant and I need to ensure that I always have the latest client data with me at all times. PieSync ensures that once I make an update, I only make it once!