Two-way contact sync between Maximizer CRM and FinFolio

Maximizer CRMFinFolio

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

Syncing Maximizer CRM 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 Maximizer CRM with FinFolio.

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Other available connections on PieSync

More connections with Maximizer 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.

Maximizer CRM

About Maximizer CRM

Manage your customers and leads with Maximizer CRM, a fully integrated solution designed to boost productivity and increase sales. This all-inclusive tool lets you deliver personalized experiences and build better relationships with customers using a single CRM.

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