Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Cloud content management and secure file sharing platform used by advisory and enterprise teams.
Description
Box provides cloud content management, secure file sharing, and collaboration with workflow automation and granular permissions, used by financial firms to store and share sensitive client documents and meet compliance requirements.
Integrations
Box has 7 integrations in our directory
Search below to find what you're looking for
- AssetMark Level 2
- FinFolio Level 4
- G-Suite Level 2
- Office 365 Level 2
- Salesforce Level 3
- Wealthbox Level 3
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer sandbox URL
No
