Two-way contact sync between FinFolio and Microsoft Exchange

FinFolioMicrosoft Exchange

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

Want to win time by managing just one application? Set up PieSync for free today and start syncing your FinFolio and Microsoft Exchange contacts.

It takes 5 minutes to start syncing FinFolio with Microsoft Exchange

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Other available connections on PieSync

More connections with FinFolio and Microsoft Exchange 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.

Microsoft Exchange

About Microsoft Exchange

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder