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
More connections with 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.
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’s Intelligent Syncing not only keeps the databases of Mailchimp and Pipedrive in sync, but it also helps us in this hand-off between onboarding campaigns.
We're using PieSync to sync contacts between Highrise and Google business apps contacts. We had the problem that we couldn't easily access client contact details on our mobile devices, without logging in to Highrise. Now we tag Highrise contacts as 'client' and 'managed client', and we also use a tag called 'sync'. Thanks to PieSync, these contacts now come over to Google contacts, which in turn syncs to all devices using that Google account. We now easily have client contact details available when needed without logging into Highrise.