Two-way contact sync between FinFolio and SeizeTheMarket

FinFolioSeizeTheMarket

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

Syncing FinFolio with SeizeTheMarket 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 SeizeTheMarket.

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Other available connections on PieSync

More connections with FinFolio and SeizeTheMarket 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.

SeizeTheMarket

About SeizeTheMarket

Built for the real estate industry, Seize the Market brings together features like transaction and listing management, lead generation, tracking, power dialer, and many others. The system lets you use one login to manage multiple markets, each with its own website.

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

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