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FinFolio

Last synced 2 years ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

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

Authorizing FinFolio

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

GROUP
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:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

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.

Additional Options

Syncing Deletions

Currently, there are no FinFolio integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no FinFolio integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!