PieSync integrates FinFolio with ONTRAPORT for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with ONTRAPORT, 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 ONTRAPORT contacts.
It takes 5 minutes to start syncing FinFolio with ONTRAPORT
no-strings-attached 14-day free trial
More connections with FinFolio and ONTRAPORT are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 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.
Ontraport is a platform that fully integrates all your business tools into one place, allowing you to focus on what's important! This seamless solution can include a anything from CRM, Wordpress hosting, email, payment processing to powerful business automation.
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.
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.