Syncing FinFolio and Sarbacane 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.
Sarbacane is a email and SMS marketing software designed for individuals and SMEs. The application functionalities are easy-to-use, connects with various extensions and provides data on customer's behavioral pattern.
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.