Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Secure file sharing and document exchange platform used by advisors to collect and share client documents.
Description
Citrix ShareFile provides secure file sharing, document exchange, and e-signature with client portals and encrypted storage, used by financial advisors to collect and share sensitive client documents compliantly.
Integrations
Citrix ShareFile has 6 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 3
- AdvisorFlex Level 3
- Goal Bridge Level 3
- Redtail Level 3
- Salesforce Level 1
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, ISO 27001 certification
Public APIs
No
