Syncing FinFolio and Apttus is currently on our roadmap
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.
Apttus Contract Management is one of the most functionally rich solutions available today. Its enterprise-grade capabilities can manage to any type of contract, process or function. The solution is modular, so you choose which part of the contract function you wish to automate.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.