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FileInvite VS The Rich

Compare FileInvite VS The Rich and see what are their differences

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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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The Rich logo The Rich

All investment management in one place
  • 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.

Not present

FileInvite

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

Website
therich.io
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite videos

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FileInvite Explained

More videos:

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

The Rich videos

No The Rich videos yet. You could help us improve this page by suggesting one.

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Category Popularity

0-100% (relative to FileInvite and The Rich)

FileInvite

The Rich

Document Management
100 100%
Document Management
0% 0
Investing
0 0%
Investing
100% 100
Project Management
100 100%
Project Management
0% 0
Finance
0 0%
Finance
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 The Rich

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

The Rich Reviews

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What are some alternatives?

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

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

Ghostfolio - Open Source Wealth Management Software

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

Exodus.io - All-in-one app to secure, manage and exchange blockchain assets.

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

AllInvestView - Democratizing investments with an intuitive interface, powered by advanced profesional metrics. More insights, less effort.

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