Syncing OptinMonster and FinFolio is currently on our roadmap
OptinMonster is a cloud-based solution for lead generation and marketing automation which allows users to create and A/B test a range of custom opt-in forms.
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.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.