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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Other available connections on PieSync

More connections with FinFolio and Accelo are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

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

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker