PieSync integrates FinFolio with Campaigner for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Campaigner, 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 Campaigner contacts.
It takes 5 minutes to start syncing FinFolio with Campaigner
no-strings-attached 14-day free trial
More connections with FinFolio and Campaigner are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 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.
Campaigner is an easy-to-use email marketing solution from start to send. Learn how to target customers with advanced segmentation, implement email automation and create A/B test campaigns to increase results. Manage your marketing and grow your business.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.
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.