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InvestorKeep VS FileInvite

Compare InvestorKeep VS FileInvite and see what are their differences

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InvestorKeep logo InvestorKeep

Earn more, keep more, live more

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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  • InvestorKeep Landing page
    Landing page //
    2023-08-28
  • 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.

InvestorKeep videos

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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

Category Popularity

0-100% (relative to InvestorKeep and FileInvite)

InvestorKeep

FileInvite

Personal Finance
100 100%
Personal Finance
0% 0
Documents
0 0%
Documents
100% 100
Investment
100 100%
Investment
0% 0
Project Management
0 0%
Project Management
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 InvestorKeep and FileInvite

InvestorKeep Reviews

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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 InvestorKeep and FileInvite, you can also consider the following products

Personal Capital - Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.

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

Koinly - Koinly is the easiest way to monitor your crypto activity & file your taxes.

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

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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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