Two-way contact sync between FinFolio and AllClients

FinFolioAllClients

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

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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.

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.

AllClients

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.

Try it out for yourself

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

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