Two-way contact sync between Mixmax and FinFolio

MixmaxFinFolio

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.

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Other available connections on PieSync

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.

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.

Mixmax

About Mixmax

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

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

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