PieSync integrates Mixmax with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Mixmax, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Mixmax 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 Mixmax with FinFolio.
More connections with Mixmax and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Mixmax is the next generation of email that improves your team's communication for unparalleled results. The all-in one platform gives you one-click scheduling, templates, sequences (mail merge), Salesforce integration, team sharing, accurate reporting and much more right inside your inbox. Let Mixmax do all of the heavy lifting, so your team can focus on doing their job.
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.
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.