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Stockspot VS FileInvite

Compare Stockspot VS FileInvite and see what are their differences

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  2. » Videos
  3. » Reviews
  4. » Alternatives

Stockspot logo 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.

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
  • Stockspot Landing page
    Landing page //
    2023-10-20
  • 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.

Stockspot videos

+ Add

Stockspot: Adviser Ratings Review

More videos:

  • Review - Stockspot's Chris Brycki on The Australian Investors Podcast [HD]

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 Stockspot and FileInvite)

Stockspot

FileInvite

Investing
100 100%
Investing
0% 0
Documents
0 0%
Documents
100% 100
Robo-Advisor
100 100%
Robo-Advisor
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using Stockspot 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 Stockspot and FileInvite

Stockspot Reviews

Robo-Advisers Australia - Raiz vs Stockspot Vs The Rest
At present there are 4 robo-advisers operating in Australia – Stockspot, Quiet Growth, Clover and Sixpark. Stockspot was the first to hit the market with the others quickly following suit.
Source: www.plenty.com.au
2016 Australian Robo Adviser Roundup
Launched in 2013, Stockspot was the first Robo Adviser in Australia and is probably the most well known. They offer 5 ETF porftolios, and their structure involves each investor being setup with a Macquarie Bank Cash Management Account (CMA), and ETFs are traded under the individual’s own Holder Identifier Number (HIN) in a Managed Discretionary Account (MDA). The signup...
Source: www.etfwatch.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 Stockspot and FileInvite, you can also consider the following products

QuietGrowth - QuietGrowth is a digital investment management service or robo advisor. It manages the investments of clients to achieve risk-optimised returns over the long-term.

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

Smart-Save by Stash - Save your spare cash, automatically.

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

Jiffy Trading App - Jiffy Trading App built on the premise of speed and accuracy; Jiffy offers a seamless trading experience across all market segments

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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