• Questions? 1.800.441.3453
  • Online Chat

ShareFile for the financial services industry

Security for your clients. Mobility for your team. You really can have it all.

Sync, store and share client statements, financial reports, contracts and more.

Archiving features

Satisfy record-keeping regulations

CRM integrations

Improve file access, sorting and uploading

Client vault

Easy tools let your clients send
and receive confidential files

No credit card required.

Start your free 30-day trial. No credit card required.

Call now to discuss feature packages and pricing that are built
for your business: 1-800-441-3453.

ShareFile integrations

Add ShareFile to RedTail, Worldox or Trumpet to streamline
report access and distribution, eliminate manual sorting and
simplify upload of multiple documents.

Learn more about our partners

"The amount of information that needs to be exchanged in any given deal, whether it’s a venture deal or a real estate deal, is massive… I use ShareFile for everything."

— JT Vaughn, Senior Analyst for Cherokee Investment Partners

"Having used ShareFile for over five months now, it is an integral part of our daily communications with both clients and prospective clients."

—David Gratke, Gratke Wealth, LLC Read more about how financial advisors
use ShareFile

"Energy One uses ShareFile to securely transfer information between employees and members. It is also used to send documents to our board members. We have been proudly using this service since 2009."

— Elizabeth Armstrong, Energy One Federal
Credit Union
Read the fact sheet

A better client vault solution? Joel P. Bruckenstein reviews Citrix ShareFile in Financial Advisor
(July 2012).

Read the article

Looking for a virtual data room?

ShareFile offers a robust data room solution for managing highly complex and confidential
transactions, such as due diligence, mergers and acquisitions, and audits.

Learn more