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.
HubSpot CRM arms your sales team with the information and the tools needed for today’s modern sales process. HubSpot Marketing, meanwhile, is the marketer’s number one inbound marketing tool that can help with landing page creation, email campaigns, social media scheduling and blogging. PieSync supports both Hubspot CRM as well as Hubspot Marketing.
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.