Syncing FinFolio and Kaseya BMS 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.
Kaseya BMS is a next-generation Professional Services Automation platform built to empower IT Departments and MSPs with the key tools needed to succeed in the modern IT management world.
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.