Two-way contact sync between Flexmail and FinFolio

FlexmailFinFolio

PieSync integrates Flexmail with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Flexmail, it is automatically synced with FinFolio, 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 Flexmail and FinFolio contacts.

It takes 5 minutes to start syncing Flexmail with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Flexmail and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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.

Flexmail

About Flexmail

Flexmail is one of the most easy-to-use multilingual email marketing platforms on the market, and offers a full range of extensive features to our users, including AB Testing, marketing automation, easy email design, targeting features, extensive segmentation and reporting.

FinFolio

About FinFolio

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.

Try it out for yourself

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.

Michel DevisscherGeneral Manager
Medys

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.

Kevin JohnsonAssociate Broker