ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-premise storage, virtual data rooms and client portals.
Orion integrates with Sharefile to allow Advisors to run reports directly to Sharefile, share documents through the Client Portal, and even allow Clients to link their own Sharefile accounts.
Integration Points:
- Features from Sharefile are available in the Orion Client Portal.
