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Stockfolio VS FileInvite

Compare Stockfolio VS FileInvite and see what are their differences

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Stockfolio logo Stockfolio

Stockfolio is the best stock and cryptocurrency investment app for mac that allows you to research and track interesting stocks. It is extremely easy to set up and the best way to manage and follow your investment portfolio.

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
  • Stockfolio Landing page
    Landing page //
    2021-09-26
  • 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.

Stockfolio

Website
stockfolioapp.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite

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

Stockfolio videos

+ Add

REVIEW STOCKFOLIO FOR MACOS

More videos:

  • Review - Top 5 stocks NASDAQ June 2020 Stockfolio

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 Stockfolio and FileInvite)

Stockfolio

FileInvite

Finance
100 100%
Finance
0% 0
Documents
0 0%
Documents
100% 100
Investing
100 100%
Investing
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using Stockfolio and FileInvite. For example, how are they different and which one is better?
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Reviews

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

Stockfolio Reviews

We have no reviews of Stockfolio yet.
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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 Stockfolio and FileInvite, you can also consider the following products

TradeStation - Whether you trade stocks, ETFs, options or futures, TradeStation’s award-winning tools and...

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

OptionsHouse - OptionsHouse is an online stock trading platform with an easy-to-use interface.

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

Google Finance - Google Finance is a website focusing on business news and financial information hosted by Google.

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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