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.
Below you'll find detailed information, specifically for FinFolio integrations:
Supported FinFolio Integrations
To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. We need your Subdomain and API Key to authorise.
If you already authorised FinFolio account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- CLIENT STATUS
- CLIENT TYPE
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TO GROUP
- REMOVE FROM GROUP
- SET CLIENT STATUS
- SET CLIENT TYPE
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard FinFolio fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your FinFolio Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no FinFolio integrations on the PieSync platform that support our deletions sync.
Currently, there are no FinFolio integrations on the PieSync platform that support our unsubscribes sync.