PieSync integrates FinFolio with Freshmail for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Freshmail, and vice versa - eliminating import/export!
Syncing FinFolio with Freshmail 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 Freshmail.
More connections with FinFolio and Freshmail 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.
FreshMail provides all the necessary tools you need to launch an email marketing campaign. You can create customized templates for your campaign without needing any coding skills. Create, send and follow a number of different types of marketing campaigns.
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.