Syncing FinFolio and Liveramp 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.
LiveRamp is an identity resolution provider offering data onboarding. We tie all of your marketing data back to real people across 1st, 2nd, or 3rd party digital ...
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.