Citrix
ShareFile is a secure file management and sharing platform designed for client-serving teams in real estate, legal, and wealth management. It streamlines workflows such as client onboarding, tax preparation, and claims processing through secure automation.
Contact Citrix
Email: sales@sharefile.com
Phone: +1 800 441 3453
Web: https://www.sharefile.com/
Products
A unified endpoint management solution that enables wealth management firms to securely deliver appl... more...
Bank-level encryption, customizable permission settings, view-only document access, dynamic watermar... more...
Features include secure file sharing, automated workflows, file version history, e-signatures, custo... more...
ShareFile is a secure file management and sharing platform designed for client-serving teams in real... more...