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

<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.

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

Cool. You'd be my preferred provider of any Sync tools of this nature going forwards!

Richard TubbIT Business Expert

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!

Paul SinfieldDirector