Syncing Twikey and FinFolio is currently on our roadmap
Twikey makes it easy for all parties to start with direct debits We collaborate closely with banks, ERP and CRM packages to enable e-Mandates for your organisation. Twikey meets all banking safety standards.
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.