PieSync integrates FinFolio with Prospect.io for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Prospect.io, 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 Prospect.io contacts.
It takes 5 minutes to start syncing FinFolio with Prospect.io
no-strings-attached 14-day free trial
More connections with FinFolio and Prospect.io 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.
Prospect.io organizes the mess of marketing and sales automation with a simple and elegant sales prospecting tool. Find prospect Information and generate leads with the best sales tool for cold emailing and drip campaigns. Increase your sales team productivity!
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.
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.