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ShareFile | Citrix

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share documents with clients or customers. Along with file sharing capability, Citrix ShareFile also includes document storage capability, a secure email, application, and file sync capability that allows users to sync a folder on a desktop or laptop and later sync the folder contents with ShareFile.

Website

https://www.sharefile.com/

Contacts

sales@sharefile.com

https://www.facebook.com/Sharefile

https://www.linkedin.com/company/citrix/

https://twitter.com/Sharefile

ShareFile
  • Collaboration tools
  • Security
  • Compliance
  • Content Management
  • E-Signature
ShareFile

Companies that integrate with Citrix ShareFile

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

Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM

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ShareFile

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