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.
Desk.com is Salesforce's customer support platform for SMEs. Customers can get support via self-service support centre, live chat, email or phone. Features include productivity tools, mobile support, omni channels and case management.
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.