Syncing FinFolio and UPilot 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.
Grow faster - without complexity
"Once your business has outgrown spreadsheets and small business solutions, UPilot is a better alternative to complex legacy solutions."
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.