Syncing FinFolio and Quickbase is currently on our roadmap
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.
Quickbase offers online database software; collaboration and automation solutions for project management, customer service, HR and CRM. Collaborate more effectively with business apps for managing projects, people, and processes. Choose from several plans.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.