Two-way contact sync between FinFolio and Accelo

FinFolioAccelo

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

Syncing FinFolio with Accelo is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with Accelo.

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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.

Accelo

About Accelo

Accelo combines the key needs of project planning, tracking, and collaboration in one platform, and then makes it easy to assign work, track progress and see budgets and profitability in real time. With support for both traditional and agile project management methodologies. Accelo projects help you to gain visibility into the performance of each project and the availability of resources so that you can easily deliver the work your clients love, on time!

Try it out for yourself

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector