Two-way contact sync between Group Office and FinFolio

Group OfficeFinFolio

PieSync integrates Group Office with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Group Office, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing Group Office with FinFolio is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Group Office with FinFolio.

Let me know

Other available connections on PieSync

More connections with Group Office 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.

Group Office

About Group Office

Group-Office is an enterprise CRM and groupware tool. Share projects, calendars, files and e-mail online with co-workers and clients. Easy to use and fully customizable.

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

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

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.

Pete KerskerMinister