With our high-tech and wealth management platform and wealth management software, you can embrace the digital transformation of financial consulting. Wealthfy is a plug-and-play adaptable, flexible, seamless white label to functional module that can interweave with older systems and has a customizable workflow and a modular full stack API.
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.
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