Software Alternatives & Reviews
Register | Login

InvestWell Software VS FileInvite

Compare InvestWell Software VS FileInvite and see what are their differences

DocRaptor
As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides the best support for complex PDFs with powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

InvestWell Software logo InvestWell Software

InvestWell Mutual Fund Software simplify process, manages client portfolios & help them to grow. Financial Planning Software provides customized Portfolio Services, MIS, Sales Tools & 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.
Visit Website
  • InvestWell Software Landing page
    Landing page //
    2021-07-28

InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.

Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.

InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.

  • 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.

InvestWell Software videos

No InvestWell Software videos yet. You could help us improve this page by suggesting one.

+ Add video

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 InvestWell Software and FileInvite)

InvestWell Software

FileInvite

Finance
100 100%
Finance
0% 0
Documents
0 0%
Documents
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using InvestWell Software and FileInvite. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

InvestWell Software Reviews

We have no reviews of InvestWell Software yet.
Be the first one to post

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 InvestWell Software and FileInvite, you can also consider the following products

Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.

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

RightCapital - RightCapital is a financial and tax planning software solution.

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

Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.

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

Loading...