Two-way contact sync between instream and FinFolio

instreamFinFolio

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

Syncing instream 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 instream with FinFolio.

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Other available connections on PieSync

More connections with instream 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.

instream

About instream

InStream is the relations management platform which was created as a CRM alternative for customer-focused companies. The platform gathers all information about your customers in one place. It’s simple but flexible tool which can be integrated with any mailbox, social media, and business management tool.

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO