PieSync integrates Sellf with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Sellf, 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 Sellf and FinFolio contacts.
It takes 5 minutes to start syncing Sellf with FinFolio
no-strings-attached 14-day free trial
Sellf is the personal mobile CRM that helps sales people, freelance and small teams reach their sales goals and manage their business with less stress. Sellf organizes your agenda and reminds you about your to-dos: calls to make, meetings to arrange, emails to send. You'll never forget a potential customer again.
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.
Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!