Two-way contact sync between FinFolio and Really Simple Systems

FinFolioReally Simple Systems

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

Syncing FinFolio with Really Simple Systems 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 Really Simple Systems.

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Other available connections on PieSync

More connections with FinFolio and Really Simple Systems 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.

Really Simple Systems

About Really Simple Systems

Really Simple Systems is a cloud-based CRM including everything small businesses need to run their marketing and sales. Access your data from any device and manage all your leads, customers, contacts, tasks, marketing campaigns, and sales opportunities.

Try it out for yourself

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka