Citrix Sharefile for RIAs
February 28, 2017
Citrix Sharefile for RIAs
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Citrix ShareFile
Currently we use Citrix Sharefile across all five of our branches including all of our advisors and staff. Sharefile solves both cloud storage and document sharing for our organization. It has become instrumental in the daily activities of our firm and all users. We also use many of the Sharefile apps including the Outlook plug in, Sharefile Sync, and the Sharefile mobile apps for Apple and Android devices.
- Cloud Storage.
- Integration with multiple operating systems, devices, and programs.
- Sharefile apps are extremely user friendly and provide opportunity for any level tech user to utilize.
- I believe Sharefile could be much more widely used in the financial services industry if it were approved for use by FINRA.
- Much easier to use and more efficient than our old cloud system.
- Sharefile Sync makes saving and syncing files as effortless as saving documents to your desktop.
- Sharefile Outlook plug in solves another important and costly issue by allowing us to send and request large files by email.
Sharefile seemed to be better suited for secure filing storage and syncing across multiple platforms such as Windows and Apple.