PieSync integrates FinFolio with weclapp for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with weclapp, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your FinFolio and weclapp contacts.
It takes 5 minutes to start syncing FinFolio with weclapp
no-strings-attached 14-day free trial
More connections with FinFolio and weclapp 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.
weclapp enables smooth planning and implementation of production. weclapp enables transparent processing of projects including time recording. From quotes to invoices and accounting, weclapp is applicable to many sectors.
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.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.