Two-way contact sync between FinFolio and Facten

FinFolioFacten

PieSync integrates FinFolio with Facten for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Facten, 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 Facten contacts.

It takes 5 minutes to start syncing FinFolio with Facten

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Other available connections on PieSync

More connections with FinFolio and Facten are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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

About FinFolio

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.

Facten

About Facten

Facten is a lead-generating service focused on connecting sales teams with the scientific community. Companies seeking to increase their pipeline may use Facten to acquire additional potential customers in the bio-tech industry by applying Facten's machine learning algorithms to research and find specific clientele.

Try it out for yourself

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.

Pete KerskerMinister

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.

Adrien JorgeCo-Founder