SHAREFILE FOR FINANCIAL SERVICES

The cloud built for confidentiality.

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.

"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, Cherokee Investment Partners
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Send files from your email.

 

The ShareFile Plugin for Microsoft Outlook encrypts email messages and embeds secure links to files. You’ll see when the file is downloaded, and your recipients can instantly access files or respond with an encrypted email without downloading software or creating an account.

 

See all ShareFile features for financial services.

Get signatures faster.

 

Send documents for signature with just a click, and we’ll put it right back in your ShareFile account when it’s signed. Our IRS-accepted e-signature solution even tells your clients exactly where to sign.

 

Read ShareFile + RightSignature white paper.

Work from anywhere.

 

Access, review and edit files on your smartphone or tablet with our mobile editor. Your files are synced across all devices, so everything is always up to date.

 

Learn more about the ShareFile mobile app.

Comply with record-keeping regulations.

 

To help you meet record-keeping requirements, ShareFile can archive (rather than delete) account files, folders, sent messages, notifications and active and inactive links for a minimum of three years.

 

Read Archiving for Financial Services white paper.

ShareFile tools you’ll love.

Virtual Data Room

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

 

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ShareFile Mobile App

Access, share, edit and store files any time, anywhere, from any iOS, Android, Windows Phone or Blackberry smartphone or tablet.

 

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Archiving for Financial Services

Address FINRA and SEC rules regarding record keeping with the ShareFile archiving feature, which automatically archives documents, notifications and messages for three years or more.

 

Learn More