Our Partners

Citrix ShareFile partners with companies to expand cloud-based opportunities and provide a comprehensive solution to customers.

Advisor Websites

http://www.advisorwebsites.com

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Advisor Websites

http://www.advisorwebsites.com

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Basepin

http://www.basepin.com

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Basepin

http://www.basepin.com

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BidPlanroom

http://www.bidplanroom.com

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BidPlanroom

http://www.bidplanroom.com

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CloudPrime

http://www.cloudprime.net

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CloudPrime

http://www.cloudprime.net

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Collaaj

http://www.collaaj.com

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Collaj

http://www.collaaj.com

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Contractors4you

http://www.contractors4you.com

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Contractors4you

http://www.contractors4you.com

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DocAuto

http://www.docauto.com

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DocAuto

http://www.docauto.com

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EuroSmartz

http://www.eurosmartz.com

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EuroSmartz

http://www.eurosmartz.com

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FotoIN

http://www.fotoinmobile.com

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FotoIN

http://www.fotoinmobile.com

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Kloudless

http://www.kloudless.com

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Kloudless

http://www.kloudless.com

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Primadesk

http://www.primadesk.com

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Primadesk

http://www.primadesk.com

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Readdle

http://www.readdle.com

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Readdle

http://www.readdle.com

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Redtail

http://www.redtailtechnology.com

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Redtail

Redtail delivers web-based Client Relationship Management (CRM) solutions for the financial professional. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

Redtail CRM’s integration with Citrix ShareFile allows advisors to link clients' ShareFile folders to a ShareFile Documents area within contact records in the CRM. After linking a ShareFile folder to a contact record within Redtail CRM, any files within those linked folders from within the CRM can be opened.

If your office has embraced a paperless environment, then you already understand the tangible benefits of having done so, in terms of cost, time and compliance. But, what are the benefits to tying your electronic documents to your CRM? Accessing client files from within your CRM eliminates the time required to switch back and forth between applications to access data on the same client.

By establishing this access to business-critical paperwork within your CRM, you allow yourself greater flexibility within your office with access to your actual ShareFile account. While you can apply permissioning to folders within your ShareFile account, if there are employees to whom you only want to grant read access, you can grant this to them through Redtail CRM without providing them access to your ShareFile account. Also, since Redtail CRM also offers permissioning functionality, if there are certain clients that you don’t want all employees to have access to, further permissioning can be set up within Redtail. This means that you could set up employees who have read-only access to client paperwork within Redtail CRM, and also determine which clients they have access to, so not all files would necessarily be available to them.

Implementing this integration in your office thus gives you further efficiencies within your office while at the same time giving you a great deal of flexibility in terms of file access.

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Remark

http://www.remarkhq.com

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Remark enables ShareFile customers to stream and collaborate on videos within their browsers without having to download and open them in a media player.

Remark

http://www.remarkhq.com

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Remark enables ShareFile customers to stream and collaborate on videos within their browsers without having to download and open them in a media player

Results-Software

http://www.results-software.com

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Results-Software

http://www.results-software.com

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ScanSnap

scansnap.fujitsu.com

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ScanSnap

scansnap.fujitsu.com

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StratusVue

http://www.stratusvue.com

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StratusVue

http://www.stratusvue.com

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TeleSign

http://www.telesign.com

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TeleSign

http://www.telesign.com

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Trumpet

http://www.trumpetinc.com

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Trumpet

http://www.trumpetinc.com

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