Archiving for Financial Services
ShareFile helps you comply with FINRA regulations. Account files, folders, sent messages, active and inactive links, and notifications are archived* rather than deleted when no longer needed.
- + Record retention for a minimum of three years
- + Helps you comply with SEC rule 17a-4
- + Designated third party can search and export archived files, links, messages and activity logs
*Archiving does not apply to all plans. Use of this feature may result in additional fees.
Large File Transfer and Storage
Switch to cloud-based storage and never use antiquated file transfer methods again.
- + Quickly transfer and store large files up to 10 GB
- + Desktop widget allows access to files without opening a browser
- + Easy, anytime access to files from multiple devices
Your files are safe with ShareFile. All communications between ShareFile and the user are encrypted.
- + Files transferred to and from ShareFile servers using SSL/TLS encryption
- + Files stored at rest using AES 256-bit encryption
- + Customizable security settings and admin controls
Secure access to data anywhere, anytime, from any device. ShareFile offers a full-suite of mobile tools for all of the popular phone and tablets.
- + Sync files across all devices
- + Built-in email capabilities with the option to link to files for easy sharing
- + Upload or download files instantly from your iPhone, iPad or Android device