Two-way contact sync between Livespace CRM and FinFolio

Livespace CRMFinFolio

PieSync integrates Livespace CRM with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Livespace CRM, 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 Livespace CRM and FinFolio contacts.

It takes 5 minutes to start syncing Livespace CRM with FinFolio

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Other available connections on PieSync

More connections with Livespace CRM 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.

Livespace CRM

About Livespace CRM

Livespace is a new generation CRM for B2B sales and client service teams. Sales process automation and proven methodology helping your agency to get more leads and up-sell to current customers because their software improves the quality of the collected data, facilitates teamwork, and boosts sales results.

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

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

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