PieSync integrates FinFolio with kayako for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with kayako, and vice versa - eliminating import/export!
Syncing FinFolio with kayako is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.
Leave your email address and we’ll let you know when you can start syncing FinFolio.
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.
Kayako helps companies manage customer requests and conversations over any channel, support customers better, and stay personal as they grow.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.