Two-way contact sync between Microsoft Exchange and FinFolio

Microsoft ExchangeFinFolio

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

It takes 5 minutes to start syncing Microsoft Exchange with FinFolio

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Other available connections on PieSync

More connections with Microsoft Exchange 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.

Microsoft Exchange

About Microsoft Exchange

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

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

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

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys