Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.


etfile was founded in 1996 to meet the growing need for automated enterprise content management and workflow solutions to enable the paperless office. Today, our team of world-class developers continues to design cutting-edge content management and workflow software suites that enable organizations to harness the power and ease-of-use of the cloud for web-based file sharing, online collaboration, automated workflows, and advanced business analytics. etfile also partners with some of the world’s most innovative automation vendors to ensure that our solutions area always in full compliance with the latest industry standards for compatibility and security.

  • Secure File Sharing & Retrieval
  • Organize by File Room, Cabinets & Folders
  • Indexing by Keywords, Descriptions & Tags
  • Document Annotations (including redactions, bookmarks and stamps)
  • OCR Keyword Search
  • Barcode Scanning Capability
  • Front-End Scanning & Management
  • Basic Analytics Reporting
  • Role Based UI (user security permissions)
  • Password Policy Manager
  • Password Protected Sharing
  • Management System Integrations
  • Inbox & Workflow Console
  • Version Controls
  • Stack/Un-Stack Multi-Page Documents
  • Tiff to PDF Conversion for emails
  • Online support, training and ticket support
  • 256-Bit SSL Encryption
  • Document Archiving
  • MS Outlook Integration
  • etfile Print Driver
  • Windows Desktop Import Utility
  • Advanced Analytics Reporting
  • Form Typer Tools
  • PolicyForce (Document Portal)
  • Lite Online Collaborators of Cabinets, Folders & Documents
  • Client Self-Service Portal
  • Custom branding
  • Mobile Apps
  • Advanced Email Capability (via Rpost)
  • e-Signature Capture
  • Encrypted email
  • Registered email
  • Professional Services & Consulting
  • Custom System Integrations
  • Custom Software Programming
  • On-Premise Training

Companies that integrate with etfile

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.

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