SHAREFILE FOR FINANCIAL SERVICES
Support FINRA compliance with file sharing and archiving built for financial professionals.
Send confidential documents for signature securely and easily. Safely share financial documents with our popular email plugin. And give your clients an easy way to send documents to you with a web portal or a simple "request a file" link. Whether you work in banking, financial planning or lending services, ShareFile makes sure you don’t have to trade security for convenience, while supporting compliance with industry regulations like FINRA.
"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."
Send files from your email.
Get signatures faster.
Work from anywhere.
Comply with record-keeping regulations.
Add Compliance with The Archiving PlatfromTM from Smarsh
Need a more robust and complete way to archive? ShareFile has a new integration with The Archiving PlatformTM from Smarsh, the popular comprehensive archive platform, to create the only solution that meets the regulatory requirements for both online file sync and share and immutable retention. The latter means data is stored and secured indefinitely in an unalterable, and search-ready state that makes audits and maintaining compliance simpler and more effective.
ShareFile tools you’ll love.
Virtual Data Room
ShareFile Mobile App
Archiving for Financial Services