Two-way contact sync between FinFolio and Agiloft

FinFolioAgiloft

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

Syncing FinFolio with Agiloft 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 Agiloft.

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Other available connections on PieSync

More connections with FinFolio and Agiloft 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.

Agiloft

About Agiloft

Agiloft is an adaptable and rapidly deployed enterprise software for contract management, service desk and custom workflows. Improve organizational efficiency through quicker ticket resolution and increase consistency, while gaining actionable insights.

Try it out for yourself

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder