Two-way contact sync between FinFolio and Moxi Engage

FinFolioMoxi Engage

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

Syncing FinFolio with Moxi Engage 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 Moxi Engage.

Vote now

Other available connections on PieSync

More connections with FinFolio and Moxi Engage 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.

Moxi Engage

About Moxi Engage

At the heart and soul of Moxi Engage is a sphere-based selling methodology, keeping agents sphere well organized and up-to-date. It helps agents increase sales by helping manage the entire sales cycle, from first point of contact to closed transaction, ensuring repeat business and referrals. As a tool on the Moxi Works open platform, your Moxi Engage CRM integrates seamlessly with other brokerage technologies and services, ensuring efficiency and accuracy.

Try it out for yourself

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.

Michel DevisscherGeneral Manager
Medys

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker