Syncing Woopra and FinFolio is currently on our roadmap
Woopra is a real-time customer analytics service used by sales, service and marketing teams. The platform is designed to help organizations optimize the customer life-cycle by delivering live, granular behavioral data for individual website visitors and customers.
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.