PieSync integrates FinFolio with Pinpointe for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Pinpointe, and vice versa - eliminating import/export!
Syncing FinFolio with Pinpointe 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 Pinpointe.
More connections with FinFolio and Pinpointe 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.
Pinpointe is an easy email marketing service for businesses who want to take their email marketing to the next level. Features include: over a 1,000 email templates to choose from, drip campaigns, segmentation, social sharing, real time analytics, and heat mapping.
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!
Thanks to PieSync I know exactly who is calling, no matter where I am or the device I’m using. Same for my colleagues to whom I refer a call to. That’s a big advantage PieSync offers us from a sales point of view!