ShareFile® vs Wealthbox

ShareFile helps people exchange files easily, securely and professionally. Designed for business, ShareFile is a file manager that offers secure data sharing and storage, customizable usage and settings, award-winning customer service and tools that allow you to collaborate more easily and get your work done from any device — anytime, anywhere. With your ShareFile account and app, you can: Share -Access files and folders located in your ShareFile account. -Edit files located in your ShareFile account (not available on all plans, and O365 Licenses is required) -Download and upload files between your ShareFile account and mobile device. -Sync files in your ShareFile account from all of your devices. -Share or sync multiple files with multiple users at once. -Email files from your ShareFile account, mail or Gmail apps on your mobile device. -Request files and provide secure links for recipients to upload files to your ShareFile account. Manage -Set custom access permissions to files and folders for individual users. -Specify a passcode for additional protection for your ShareFile account. -Add users to existing folders in your ShareFile account. -Use your ShareFile account as a secure file manager. -Remotely wipe or lock your ShareFile account in the event of a lost or stolen mobile device. You can access data using corporate credentials, and IT administrators can control and audit access directly from the app. ShareFile will request access to device capabilities or data to enable advanced features, including: Contacts This allows ShareFile to let you choose co-workers among the contacts in your phone address book. Camera This allows ShareFile to let you capture a photo or video for upload. Microphone This allows ShareFile to let you record audio for upload. Photos and Media Library This allows ShareFile to let you choose photos and videos from your Library to upload.

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notifications • Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading • Redesigned calendar for month, 4-day, and single day views • A “Today View” that surfaces upcoming items that require your attention • Activity Stream to view updates and collaborate • Portfolio integrations • Contact Management to track notes about clients • Task Management to organize your practice • Calendaring with iCal support • Opportunity Management to manage business • Project Management to organize anything • Full data-sync with web-based Wealthbox CRM