Syncing FinFolio and Billy 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.
Billy is the on of the most user-friendly accounting app for freelancers and creative professionals. Invoice your clients, get paid for your work and track your business expenses.
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.