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Zacks VS FileInvite

Compare Zacks VS FileInvite and see what are their differences

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Zacks logo 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.

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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  • Zacks Landing page
    Landing page //
    2021-10-23
  • 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.

Zacks videos

+ Add

Zacks Picks... Worth It?

More videos:

  • Review - Zacks Research Review I Stocks and Investing in Stocks I Stock Analysis
  • Tutorial - How to Pick Stocks Using the Zacks Rank

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 Zacks and FileInvite)

Zacks

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 Zacks 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 Zacks and FileInvite

Zacks Reviews

A Site That Tracks Tops Investors of Every Stripe
It isn’t the first or only financial-research Website to use such technology to track these investor classes, of course. Motley Fool (fool.com), Zacks Investment Research (zacks.com), and MarketBeat (marketbeat.com) are just a few of the others that draw on similar programming, collectively known as Web 2.0.
Source: www.barrons.com

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

Social recommendations and mentions

Based on our record, Zacks seems to be more popular. It has been mentiond 5 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.

Zacks mentions (5)

  • Are we missing something??????
    According to zacks.com, current book is 0.66/share. Source: over 2 years ago
  • Zacks Rank?
    What are your thoughts on zacks.com for stock analysis? Is an investor- or premium-level membership worthwhile? Source: over 2 years ago
  • Announcements x Daily Discussion for Friday, August 20, 2021
    Zacks.com downgraded it to a sell the other day. which is why it cratered 15% and then continued to trend down rather than getting the green volatility bounces that other spacs tend to get after a big drop. it now has to shake off the sell downgrade as well as the spac taint. my september options are kaput. hopefully by november... Source: over 2 years ago
  • THE APE LOUNGE AREA #1
    Zacks.com put a strong buy on CAT last week and then it promptly fell 10.5%. Source: almost 3 years ago
  • ETFs with GME and 2nd Half of March FTDs
    Below are the ETFs (72 of them) which contain GME shares (source: ETF.com). The FTD quantities are from the SEC.gov report for the second half of March. As ETFs may have had FTDs on more than one day in March, an average of all FTDs was used. The share quantities are only as good as the sources available: ishares.com, zacks.com were my main reference points. Sites like ProShares did not provide actual shares... Source: about 3 years ago

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 Zacks and FileInvite, you can also consider the following products

MarketBeat - Read the latest stock market news on MarketBeat. Get real-time analyst ratings, dividend information, earnings results, financials, headlines, insider trades and options data for any stock.

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

The Motley Fool - The Motley Fool has been providing investing insights and financial advice to millions of people for over 25 years. Learn how we make the world Smarter, Happier & Richer.

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

MarketSmith - MarketSmith is a stocking trading app developed by Investor’s Business Daily Inc.

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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