Two-way contact sync between FinFolio and AllClients
PieSync integrates FinFolio with AllClients for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with AllClients, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your FinFolio and AllClients contacts.
It takes 5 minutes to start syncing FinFolio with AllClients
no-strings-attached 14-day free trial
Other available connections on PieSync
More connections with FinFolio and AllClients 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.
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.
About AllClients
<a href="https://www.allclients.com">AllClients</a> provides simple contact management and marketing automation in one , easy-to-use system. Our product is an all-in-one, integrated solution.
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.
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.