PieSync integrates FinFolio with D&B Hoovers for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with D&B Hoovers, and vice versa - eliminating import/export!
Syncing FinFolio with D&B Hoovers is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with D&B Hoovers.
More connections with FinFolio and D&B Hoovers are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Anchored by Dun & Bradstreet’s powerful D-U-N-S® Numbering System, D&B Hoovers (formerly Avention) uses sophisticated analytics to deliver a sales acceleration solution packed with insight.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
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.