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.
Zoho’s CRM makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho’s many features.
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.