FinFolio has integrated their wealth management and trading platform with PieSync, a service that synchronizes client and contact information between a growing library of more than 80 CRM and contact apps.
GREENWOOD VILLAGE, CO, October 19, 2017 /24-7PressRelease/ — FinFolio has integrated their wealth management and trading platform with PieSync, a service that synchronizes client and contact information between a growing library of more than 80 CRM and contact apps.
“FinFolio already has direct integrations with some wealth management industry CRM apps, but this opens up a huge library of general purpose CRM solutions.” said Matthew Abar, CEO of FinFolio. “It’s amazing that with one project we simultaneously have integrated with SalesForce, Pipedrive, Office 365, Google Contacts, HubSpot, and many more. This opens up a new universe of best-of-breed business apps for our advisers to use.”
Integrating apps is easy. The FinFolio and PieSync developers created a two-way, real-time sync into any app in the library. The solution provides a seamless bidirectional sync between FinFolio and all other PieSync integration partners. No programming is necessary, set up each sync using friendly UI tools taking 5-10 minutes.
“Our on-demand two-way contact synchronization solution streamlines processes and duplicate data entry for FinFolio advisors and other fintech professionals,” said Ewout Meyns, founder and CEO of PieSync. “This ensures that FinFolio client and contact information can feed, or be fed by, many other systems including CRM, marketing and customer service.”
The synchronization removes the “jitter” of constantly switching between apps. Duplicate data entry is eliminated, and manual data errors are reduced. It runs in real time across all connected apps. Users can share some or all contacts with different team members, select 2-way or 1-way sync, add filters, or map additional fields. Never lose a contact again.
FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit www.finfolio.com.
PieSync is the fastest growing two-way contact data synchronization platform for organizations that want to power their business by integrating their cloud apps. PieSync improves sales, marketing and service performance by easily, affordably and intelligently connecting contact data without complexity across SaaS-based ecosystems and applications to guarantee relevance and reliability, every time. PieSync connects over 80 applications with new ones added every week and supports customers with greater than 20 employees across many industries. PieSync is headquartered in Ghent, Belgium. For more information please visit www.piesync.com.
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