Sync FinFolio and Contactlab Marketing Cloud two way
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.
Hub is the Contactlab Marketing Cloud module that helps you collect and integrate all the customer data available from different sources in one unique point. Create individual and unified profiles, keep them up-to-date and make them immediately available for your marketing activities.
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.