Software Alternatives & Reviews

Tastyworks VS FileInvite

Compare Tastyworks VS FileInvite and see what are their differences

Tastyworks logo Tastyworks

Tastyworks is a secure online trading app with features that lets you manage your trading account right on your mobile phone.

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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  • Tastyworks Landing page
    Landing page //
    2023-09-05
  • 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.

Tastyworks videos

I Switched to TastyWorks... (TasyWorks Review)

More videos:

  • Review - The BEST Options Trading Platform? | tastyworks Review!
  • Review - TastyWorks Review(Top 5 things I like. One thing that is deal breaker for day trading options)

FileInvite videos

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 Tastyworks and FileInvite)
Finance
100 100%
0% 0
Documents
0 0%
100% 100
Investing
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

Share your experience with using Tastyworks 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 Tastyworks and FileInvite

Tastyworks Reviews

6 Best Options Trading Platforms in Europe and the UK (Reviewed)
Tastyworks is an online brokerage firm based in the US focused on options trading, but it also provides access to stocks, ETFs and cryptos. The robust trading platform was developed by the same people who built the thinkorswim trading platform (operated by TD Ameritrade).

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.
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.
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.

Social recommendations and mentions

Based on our record, Tastyworks seems to be more popular. It has been mentiond 23 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Tastyworks mentions (23)

  • Which camp are you in? Statistician or Trader?
    I'm lazy so I've typically kept to educational videos instead of books for the most part. I think https://tastytrade.com/ and https://optionalpha.com/education are both great resources. Source: 11 months ago
  • Started with margin account, downgraded to cash, now I can’t upgrade anymore
    Therefore, poland-based XTB (https://www.xtb.com/int) and england-based IG group (https://tastytrade.com/) may enjoy the same freedom. But I know nothing about them personally. Source: 11 months ago
  • Fun way to learn python?
    Better yet, Alpaca.com (the stock site) used to have a mostly free api where you can get good stock data. I say **mostly** free because the trick is, take $50 bucks, open an account with them and you get access to the api. You don't have to make a single trade, just let the $50 sit there. I think I've heard that tastytrade.com has an API now, you could do something similar. Tastytrade would be my preference, I'm... Source: 12 months ago
  • tastyworks Has Changed Its Name to tastytrade
    Until February 21st, please continue to use our existing tastyworks.com domain to access your account. Also, please use all our trading platforms, desktop, web, mobile, as you normally would. Throughout our transition, the tastyworks URLs and access points will remain active and will eventually automatically redirect you to our new sites. Source: about 1 year ago
  • PDT rule....
    Tastyworks hates the PDT rule but it is something that can't be voided. You can, though, request for a PDT reset. You don't need to call them up there is a button on tastyworks.com website. Source: about 1 year ago
View more

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

When comparing Tastyworks and FileInvite, you can also consider the following products

Thinkorswim Mobile - Thinkorswim Mobile app features options so users can get all their desktop trading data at the palm of their hands to invest in the stock market or take their money out of the stock market.

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

Firstrade Securities Inc. - The Firstrade Securities Inc.

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

Zacks - Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. Gain free stock research access to stock picks, stock screeners, stock reports, portfolio trackers and more.

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