Syncing FinFolio and Groove.co is currently on our roadmap
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.
Groove is a sales engagement software that drives efficiency at every stage of the sales process so your reps can spend more time closing deals.
Groove is the only all-in-one solution on the market — that can do what used to require 3 or 4 systems, and they keep your data in one place in a consistent format. They know that each team within your sales organization has different needs.
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.