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Plenty.com.au VS FileInvite

Compare Plenty.com.au VS FileInvite and see what are their differences

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Plenty.com.au logo Plenty.com.au

Plenty provides personalised online financial advice. Your financial plan (for free) will help you achieve all of your financial goals. Get advice on every aspect of your financial life.

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
  • Plenty.com.au Landing page
    Landing page //
    2023-03-26
  • 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.

Plenty.com.au 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 Plenty.com.au and FileInvite)

Plenty.com.au

FileInvite

Robo-Advisor
100 100%
Robo-Advisor
0% 0
Documents
0 0%
Documents
100% 100
Investing
100 100%
Investing
0% 0
Document Management
0 0%
Document 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 Plenty.com.au and FileInvite

Plenty.com.au Reviews

Robo-Advisers Australia - Raiz vs Stockspot Vs The Rest
Plenty considers your investments within the scope of your entire financial life – we will not only tell you where to invest but also how much to invest and whether investing is the right option given your other debts, goals in life and overall financial picture. (Note: at present we don’t have the capability to invest your money automatically but when we do our costs will...
Source: www.plenty.com.au

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 Plenty.com.au and FileInvite, you can also consider the following products

Raiz - Invest spare change automatically from everyday purchases into a diversified portfolio.

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

Stockspot - Australia's largest digital investment adviser. We help you build and manage a personalised portfolio tailored to your financial situation and goals. It's professional investment advice without the high costs of seeing a human adviser.

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

Clover - Clover is your personalised investment advisor. We recommend, build and grow your personalised investment portfolio all for a low fee. Try Clover now!

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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