PieSync integrates FinFolio with Thirdshelf for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Thirdshelf, and vice versa - eliminating import/export!
Syncing FinFolio with Thirdshelf 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 Thirdshelf.
More connections with FinFolio and Thirdshelf are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 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.
Thirdshelf brings smart loyalty to retail. Data Science helps you identify your best customers and keep them coming back. Customer loyalty program for your lightspeed, vend or springboard point of sale.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.