Syncing FinFolio and Sumo 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.
Sumo is a suite of widget-like apps free to install on any HTML or popular CMS-based website. Designed to grow traffic and maximize content engagement, users can install tools including List Builder, Heat Maps and Share from a single Sumo plugin. Fully customizable and expandable via the integrated ‘Sumo Store’, pricing plans apply to access subsequent apps.
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.