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