Two-way contact sync between UltiPro and FinFolio

UltiProFinFolio

PieSync integrates UltiPro with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in UltiPro, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing UltiPro 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 UltiPro with FinFolio.

Vote now

Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

UltiPro

About UltiPro

Ultimate Softwares UltiPro cloud solution is designed to improve the employee experience. With UltiPro, organizations can deliver convenient recruiting and onboarding; process payroll with speed and accuracy; facilitate ongoing employee learning and development; leverage advanced surveys and sentiment analysis; and drive smarter, people-focused results with powerful business intelligence and reporting.

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

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