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Citrix ShareFile for Financial Services

Citrix ShareFile for Financial Services

Get a better way to handle how you share and protect quarterly reports, billing statements, ADV forms and other files. Citrix ShareFile offers financial services professionals the easiest way to securely send, receive, access, sync, store and track files up to 100 GB with just a few clicks. Here are all the features financial professionals receive with ShareFile.

Security and compliance
Compliance support
Get support for your compliance with regulations and guidelines that can affect your industry, including SEC, FINRA, CFPB and more.
State-of-the-art storage
Keep your data safe using SSAE 16 Type II certified datacenters, proven and trusted cloud infrastructure.
File encryption
Protect files and client data during transfer with SSL/TLS encryption protocols and in storage using AES 256-bit encryption.
Multi-factor authentication
Add layers to how you safeguard data with two-step verification methods, such as form and token-based authentication as well as SMS, voice and backup codes for account entry.
Activity tracking
Use workflow audit trails, configurable permissions and intuitive reporting tools to get insight into and control over who is accessing data and how often.
Integration with Smarsh
Centralize and simplify your compliance by archiving and indexing your ShareFile communications (attachments and message content) securely for supervision, e-discovery and recordkeeping.
Tracking and reporting
Customized user permissions
Give employees and others access to only the files you want them to see. Control and visibility Determine how long files are available for download and know the moment someone downloads a file you sent.
Track account activity
Use workflow audit trails, configurable permissions and intuitive reporting tools to get insight into and control over who is accessing data and how often.
Email notifications
Receive notifications on account usage so you always know the moment data is downloaded from or uploaded to your account - clients will also receive notifications so they always know when you send them a file.
Simple admin controls
Know that security doesn't have to be complicated - our robust security settings come in a user-friendly interface designed with you and your business in mind.
Get support for compliance with internal policies or industry regulations by having ShareFile archive rather than delete any files, folders, sent messages or notifications.
Benefits of the cloud
Large file transfer
Easily share files and folders up to 100 GB in size with anyone inside or outside your organization in a single email.
Two-way exchange
Request files from people inside or outside your organization and allow them to send you files electronically - they don't need to be ShareFile customers or have a username or password to send you files.
Anytime access
Access client files from anywhere, on any computer or mobile device.
No complicated downloads
Access ShareFile from any web browser on any device and give others a simple way to access files with no software downloads, usernames or passwords required.
File versioning
Keep track of changes to files in your account and access older versions of files as needed.
Unlimited cloud storage
Put as many files, forms and client documents in your account as you need - with ShareFile, you get an unlimited amount of space in the cloud.
Client portal
Give people outside your organization a way to access their files in a secure login space right on your website.
Unlimited client users
Send or give access to files to as many people outside your company - clients, vendors, customers and others - as you'd like at no additional charge.
File drop
Include a space on your website where clients can upload new forms and other documents right to your ShareFile account.
Full-text search
Search every file and folder in your ShareFile account by any keyword for simpler search and access.
Folder templates
Create a default set of subfolders that you can add to new or existing folders on your account - it's a faster way to set up new clients when you frequently use the same subfolders.
Desktop Tools
ShareFile Sync
Sync all of your files, and all of your firm's files, automatically to the cloud and across devices, so everyone has the most up-to-date information.
File check-in/check-out
Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.
Print to ShareFile
Pull files directly from your system into ShareFile without having to download data to an unsecure local device.
Desktop App
Find and store files faster with our desktop app, featuring file drag and drop, and file sending and requesting without needing to log in to a Web browser.
Plugin for Microsoft Outlook
Encrypted email
Protect the body of an email for more secure communication - recipients can respond with an encrypted email even if they aren't ShareFile customers.
Encrypted attachments
Replace email attachments with secure ShareFile links to case files up to 100 GB in size.
Added protection
Use email in a way that supports your compliance by adding the protection of SSL/TLS encryption protocols and up to AES 256-bit encryption to your emails and attachments.
Request files
Give others an easy way to send you files by including a secure link in your email that allows them to upload files directly to your ShareFile account.
Mobile access
Mobile apps
Access, edit, share, request and view files on the go with ShareFile mobile apps for all iOS, Android, Windows and Blackberry smartphones and tablets.
Mobile editing
Edit any Microsoft Office document and annotate any PDF from your smartphone or tablet right in your ShareFile account.
Permissions management
Manage permissions and access rights to your account from your mobile device, and give clients or other attorneys access on the go.
Offline access
Securely download files to your device within your ShareFile mobile app for access to files even without an Internet connection.
Remote wipe
Remotely lock and wipe ShareFile data from any lost or stolen device to keep your data safe no matter what happens.
Customer care and support
Unlimited customer support
Get as much support as you need, whenever you need it - the ShareFile customer care team is always available and eager to help by phone or email.
24/7 assistance
Contact our award-winning U.S.-based customer care team anytime 24/7.
Personalized training and onboarding
Set up personalized training for your and your staff, so everyone feels comfortable using and securely sharing with ShareFile.
Get instant help online
Ask the ShareFile community support forum or search thousands of support articles in the ShareFile knowledge base for instant help with common ShareFile issues or questions.
Custom branding
Make your ShareFile account match your website and logo - we'll custom brand your portal free of charge.
Professional integrations
Scan to ShareFile
Scan printed client files directly to ShareFile on any Fujitsu ScanSnap scanner to keep sensitive data off local devices.
Simple e-signature
Get files and forms signed faster with secure, legally binding e-signature from RightSignature directly in your ShareFile account.
FTP compatibility
Connect your ShareFile account directly from an FTP program - it's a great way to upload or download files to or from a secure location while using existing FTP programs.
Third-party combinations
Work alongside the tools and programs you already use - ShareFile complements and works with a variety of third-party software.

Contact us

To learn more, visit ShareFile for Financial Services and try ShareFile free for 30 days!