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When contacts are in a certain group in FinFolio, update their Google Contacts contact details
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When contacts are starred in FinFolio, match them up to contacts in Google Contacts
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When contacts are tagged in FinFolio, have the contacts enriched by Google Contacts 's social data
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When custom attributes are updated in FinFolio, add them to a Google Contacts group
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When phone numbers are added or updated in FinFolio, apply tags to them in Google Contacts or remove them too
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When FinFolio contacts are from a certain region, update a custom field in Google Contacts
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When FinFolio contacts are from a certain location, update their description in Google Contacts
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Sync FinFolio and Google Contacts 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.

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.

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.

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Related FinFolio & Google Contacts resources

Help Articles related to syncing FinFolio & Google Contacts