TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dropbox DocSend

    Score8.3 out of 10
    N/ADropbox DocSend helps business professionals to securely share and control content. Dropbox DocSend's link-based system is used to set security preferences for each stakeholder, receive notifications each time someone views a file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual…

    $10

    per month per user

    Koyfin

    Score9.4 out of 10
    N/AKoyfin is a financial data and analytics platform for researching stocks and understanding market trends, from the company of the same name in New York. Its data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so users can have a broad overview of financial markets.

    $0

    per month

    Pricing
    Dropbox DocSendKoyfin
    Editions & Modules
    Personal
    $10
    per month per user
    Standard
    $45
    per month per user
    Advanced
    $150
    per month
    Advanced Data Rooms
    $180
    per month
    Plus
    $39
    per month
    Pro
    $79
    per month
    Offerings
    Pricing Offerings
    Dropbox DocSendKoyfin
    Free Trial
    YesYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Free: Koyfin’s free plan offers a global stock screener with multiple screening templates, multiple watchlists, shareable watchlists, portfolio tools, 2 years of financials, 1 year of forward estimates, advanced charting, market and macro dashboards, multiple custom dashboards, limited custom formulas, economics and earnings calendars, company snapshots, news, popular ETF valuations, limited ETF holdings data, market scatter plots, market movers, and 45 days of transcript history. Plus: Priced at $39 per month, the Plus plan includes everything in the Free plan, as well as unlimited screening templates, ETF screening, unlimited watchlists, 10 years of financials, 10 years of forward estimates, full library of ETF holdings data, unlimited custom dashboards, over 100k global company snapshots, more custom formulas, premium news, company filings & press releases, custom news feeds, dashboard data download, custom financial analysis templates, the full history of transcripts, and advanced transcript search. Pro: Priced at $79 per month, the Pro plan includes everything in Plus, as well as US mutual fund data, Mutual fund screener, full library of US ETF Valuation data, unlimited custom formulas, unlimited custom financial analysis templates, model portfolio tools, and priority support. Enterprise: Koyfin also offers an enterprise solution for businesses of all sizes which features everything included in Pro, as well as custom onboarding, admin purchasing, single-sign-on, and flexible and scaleable pricing. Contact the sales team to enquire about enterprise.
    More Pricing Information
    Community Pulse
    Dropbox DocSendKoyfin
    Considered Both Products
    Dropbox
    No answer on this topic
    Koyfin
    No answer on this topic
    Key User Insights
    Would buy again
    85%
    Would buy again
    11 Answers
    No answers on this topic
    Delivers good value for the price
    92%
    Delivers good value for the price
    12 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    7 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    8 Answers
    No answers on this topic
    Best Alternatives
    Dropbox DocSendKoyfin
    Small Businesses
    WeTransfer
    Score8.5 out of 10
    No answers on this topic
    Medium-sized Companies
    No answers on this topic
    S&P Capital IQ
    Score7.5 out of 10
    Enterprises
    No answers on this topic
    S&P Capital IQ
    Score7.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Dropbox DocSendKoyfin
    Likelihood to Recommend
    8.0
    (23 ratings)
    10.0
    (1 ratings)
    Usability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Dropbox DocSendKoyfin
    Likelihood to Recommend
    Dropbox
    DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.
    Incentivized
    Read full review
    Koyfin
    If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors.
    Incentivized
    Read full review
    Pros
    Dropbox
    • Additional information from users who have already downloaded the files or material.
    • Additional information if the download link(s) have been resent.
    • Password encryption if necessary.
    • Email verification for third-party download via email.
    • Add-ons with other platforms and applications, such as Outlook and Gmail.
    • Seal of documents by electronic signature
    Incentivized
    Read full review
    Koyfin
    • Graphs that are simple but detailed
    • Helpful watchlists to keep you aware and prompt
    • Snapshots for quick checkins
    Incentivized
    Read full review
    Cons
    Dropbox
    • DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
    • I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
    • Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.
    Incentivized
    Read full review
    Koyfin
    • Easier to review statements
    • Lower prices for more premium packages
    • Monthly should be weekly trend emails
    Incentivized
    Read full review
    Usability
    Dropbox
    The platform and UI are great. never faced any problems.
    Incentivized
    Read full review
    Koyfin
    No answers on this topic
    Support Rating
    Dropbox
    I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.
    Incentivized
    Read full review
    Koyfin
    No answers on this topic
    Alternatives Considered
    Dropbox
    DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .
    Incentivized
    Read full review
    Koyfin
    Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk.
    Incentivized
    Read full review
    Return on Investment
    Dropbox
    • For about $100 you can optimize all
    • Of your pipelines that rely on decks or documents - worth it!
    • The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
    • We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!
    Incentivized
    Read full review
    Koyfin
    • Positive ROI - percentage of success rate
    • Increased ROI- allowing me to invest more
    • Expanded my base ROI
    • Stock knowledge expanded
    Incentivized
    Read full review
    ScreenShots

    Dropbox DocSend Screenshots

    Screenshot of the granular permissions that give control of what content visitors can access.Screenshot of document analytics that provide insights on the links that have been forwarded to someone that hasn't been engaged with yet. Page-by-page analytics for each viewer of a document reveal any unique interests.Screenshot of the dashboard to manage sensitive documents securely and get real-time deal insights on deals from start to finish with advanced data rooms.

    Koyfin Screenshots

    Screenshot of WatchlistsScreenshot of Model PortfoliosScreenshot of Analyst EstimatesScreenshot of Transcript LibraryScreenshot of Custom DashboardsScreenshot of Fundamental Charting