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SmartyTrade VS FileInvite

Compare SmartyTrade VS FileInvite and see what are their differences

DocRaptor
As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides the best support for complex PDFs with powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more featured
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Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

SmartyTrade logo SmartyTrade

SmartyTrade is an online trading platform is an online trading broker that offers traders an extensive range of options.

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.
Visit Website
Not present
  • 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.

SmartyTrade

Website
smartytrade.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Edit details

SmartyTrade features and specs

No features have been listed yet.

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

SmartyTrade videos

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FileInvite videos

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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 SmartyTrade and FileInvite)

SmartyTrade

FileInvite

Trading
100 100%
Trading
0% 0
Document Management
0 0%
Document Management
100% 100
Finance
100 100%
Finance
0% 0
Document Automation
0 0%
Document Automation
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare SmartyTrade and FileInvite

SmartyTrade Reviews

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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

What are some alternatives?

When comparing SmartyTrade and FileInvite, you can also consider the following products

Entrade - Best Commodity Trading, Transaction, and Risk Management (CTRM)

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

Robinhood - Free stock trading service.

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

MetaTrader5 - World-leading multi-asset platform that allows trading Forex, Stocks, Futures and CFDs.

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

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