Syncing FinFolio and Toolyt 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.
Toolyt can be automated with event and data driven workflows to increase your team's productivity. Automate workflows and assign the right employee to the right job based on skill set, location or team. Also enables one-to-one communication between managers and team, and saves time by reducing emails and phone calls.
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.