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Addepar VS FileInvite

Compare Addepar VS FileInvite and see what are their differences

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  2. » Videos
  3. » Reviews
  4. » Alternatives

Addepar logo Addepar

Addepar is a cloud-based platform connecting a user's financial data in a single repository.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • Addepar Landing page
    Landing page //
    2023-05-07
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Addepar

Website
addepar.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Edit details

Addepar videos

+ Add

Addepar Overview

More videos:

  • Review - Addepar Overview
  • Review - AdvisorEngine raises $20M from WisdomTree, RightCapital review, Addepar opens up

FileInvite videos

+ Add

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Addepar and FileInvite)

Addepar

FileInvite

Personal Finance
100 100%
Personal Finance
0% 0
Documents
0 0%
Documents
100% 100
Other Fin Tech
100 100%
Other Fin Tech
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using Addepar and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Addepar and FileInvite

Addepar Reviews

We have no reviews of Addepar yet.
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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

What are some alternatives?

When comparing Addepar and FileInvite, you can also consider the following products

Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.

Onehub - Onehub helps businesses securely share and control files in the cloud.

QuoteMedia - Financial web tools that allow users to access real-time​ stock quotes, with live charts and NASDAQ level 2 data.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

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