Software Alternatives, Accelerators & Startups

FileInvite VS Sentieo

Compare FileInvite VS Sentieo and see what are their differences

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.
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Sentieo logo Sentieo

The Modern Equity Research Platform by Buysiders for Buysiders
  • 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.

  • Sentieo Landing page
    Landing page //
    2021-09-29

Sentieo

Pricing URL
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$ Details
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Platforms
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FileInvite videos

FileInvite Explained

More videos:

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

Sentieo videos

Sentieo - How to Be More Productive In Your Fundamental Research Workflow

More videos:

  • Review - Sentieo Product Overview

Category Popularity

0-100% (relative to FileInvite and Sentieo)
Document Management
100 100%
0% 0
Finance
0 0%
100% 100
Project Management
100 100%
0% 0
Investing
0 0%
100% 100

User comments

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Reviews

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

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.
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.
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.

Sentieo Reviews

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What are some alternatives?

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

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

alphasense - AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

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

YCharts - YCharts is a financial software solution providing investment research tools including stock charts, stock ratings and economic indicators.

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

BamSEC - Financial research made easier