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.
With Podio you can custom build your own cloud platform, choosing from over 700 apps in their Marketplace, offering a broad scope of functionalities. From CRM to IT support, HR and project management, ready to be tailor-made to fit your company or organization.
Create a customized address book sync for your Podio workspace in less than 5 minutes. Add conditions, actions, and map your default & custom fields. Either have all your clients & suppliers sync 2-way with Podio, or do it based on custom attributes in your marketing or CRM platform. With PieSync, it’s easy to set up a simple one-to-one integration or a workflow spanning across multiple apps in minutes - without any technical help.