SmartFile for Financial Advisers

Nothing says confidential like financial documents.  So, when managing your client’s asset allocation, what do you use to get such private information from point A to point B?  Traditionally, email has been pretty popular in regards to sending such content to clients; however, it hasn’t had the biggest reputation of great security in a while.  Plus, email doesn’t even adhere to the PCI privacy requirements.  Well, what about overnight shipping services, such as FedEx, UPS, etc.?  These alternatives are expensive and time consuming, not to mention they waste loads and loads of paper.

So, what you need is a secure, inexpensive, and convenient system that enables you to transfer sensitive information to your clientele, without cutting down an entire forest to do so.

SmartFile is just that.  We support FTP, FTPS, and FTPES, all forms of high file transfer security.  Create a SmartFile account, add your clients as users, and easily share documents with them all from one simple location.  You can even create virtual links to send to your clients for easy downloading from our system.  Worried about the availability of these links to unauthorized users?  Set expiration dates on your links to easily manage all forms of access to documents on your site.  No matter how small of a company you are, we make you look super professional with our custom branding, so your clients always know that they’re dealing with some ridiculously professional people.

Sound like something you’d like to try?  We have a free trial, just for you.  It lasts 14 days, and you can cancel your account at any time—no credit card required!

SmartFile is a business file mangement platform that gives you more control, compliance and security.