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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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Sync FinFolio and Marketo two way

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.

Marketo is a powerful marketing automation tool that helps marketers with digital marketing techniques to drive measurable results. Features include: email marketing and marketing analytics. Drive engagement with this solid marketing automation platform.

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.

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Related FinFolio & Marketo resources

Sync your FinFolio Contacts with many other apps!

Productivity

3 bright tips to keep your SME rolling during the Summer

For Small and Medium Enterprises, if seasonality doesn’t favor their business, productivity can be affected. So… How do you keep your business rolling during the summer? Here are some tips!

Tips & tricks

Quick Guide: How to choose the best Marketing Automation tool for your SME

Marketing automation tools make marketers lives easier by automating repetitive tasks and making multi-channel workflows more efficient. But here's a quick guide with some aspects that you might want to keep in mind before you click the “buy” button.