Two-way contact sync between FinFolio and Proposable

FinFolioProposable

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

Syncing FinFolio with Proposable 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 Proposable.

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Other available connections on PieSync

More connections with FinFolio and Proposable 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.

Proposable

About Proposable

Proposable is a powerful proposal software tool that can help you increase your sales, but it can also support other document types such as Contracts, Pre-Proposals, Case Studies, Whitepapers and much more.

Try it out for yourself

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!

Raquel MeyerCEO

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director