Two-way contact sync between FinFolio and Klick Tipp

FinFolioKlick Tipp

PieSync integrates FinFolio with Klick Tipp for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Klick Tipp, and vice versa - eliminating import/export!

Syncing FinFolio with Klick Tipp is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with Klick Tipp.

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Other available connections on PieSync

More connections with FinFolio and Klick Tipp are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

FinFolio

About 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.

Klick Tipp

About Klick Tipp

Klick-Tipp is an email marketing solution developed for the German-speaking market. The tool offers easy integration and features a tagging system that delivers flexible segmentation and selection and works as an alternative to the common email list functionality.

Try it out for yourself

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister