PieSync integrates FinFolio with Office 365 Outlook.com for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Office 365 Outlook.com, 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 Office 365 Outlook.com contacts.
It takes 5 minutes to start syncing FinFolio with Office 365 Outlook.com
no-strings-attached 14-day free trial
More connections with FinFolio and Office 365 Outlook.com 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.
Office 365 is Microsoft’s App suite and cloud collaboration tool. This platform includes Office Online, OneDrive and Outlook.com. Outlook.com is a personal email service with a modern and intuitive interface, keeping your emails tidy and your contacts up to date!
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.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!