Top Altvia Alternatives

Dropbox DocSend

docsend.com

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, ana...

Sync

sync.com

Sync is a file storage, sharing, and collaboration platform that keeps you safe, secure and connected in the cloud. Since 2011, Sync.com has been on a mission to provide a safe space for the world to collaborate. Today, over one million businesses of all sizes use Sync’s award-winning cloud apps an...

Wealthbox

wealthbox.com

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms...

Affinity

affinity.co

Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’...

Stackfield

stackfield.com

Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security...

ShareFile

sharefile.com

Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and creat...

Onehub

onehub.com

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a ...

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creati...

Maximizer

maximizer.com

Maximizer is a powerful CRM solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maxi...

RMail

rmail.com

RPost is a global leader in e-signature and cybersecurity services, specializing in email encryption for privacy and compliance, e-signature automation, legal e-delivery proof, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RPost’s AI-infused ...

ContractZen

contractzen.com

ContractZen is an easy-to-use and secure governance software with pricing suitable for any organization and consisting of advanced contract management, 100% paperless board meetings management, effortless entity management, seamlessly integrated e-signature providers, and built-in virtual data rooms...

Ansarada

ansarada.com

Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpos...

SecureDocs

securedocs.com

ReadySign is simple, affordable electronic signature software that makes signing, storing, and sharing contracts, invoices, IEPs, consent forms, and other documents easy. We believe in honest, transparent pricing and offer unlimited documents and signatures for one simple price, no surprises.

Clinked

clinked.com

Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2...

Papermark

papermark.io

Papermark is a document sharing and data room creation software with built in analytics. It is and open source alternative to Docsend with fully free plan, advanced AI- Data Rooms and modern UI. You can self host Papermark on your own servers, which is a secure and modern way to share documents.

DealRoom

dealroom.net

DealRoom is on a mission to disrupt M&A for good. To disrupt traditional and highly inefficient M&A processes that result in deals often failing to deliver anticipated value - for the good of all stakeholders involved. DealRoom provides M&A software solutions, for both buy-side and sell-side M&A tr...

ShareVault

sharevault.com

ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes. The on-demand platform is an innovative cloud computing solution that enables its customers to manage critical time-sensitive and document-centric process...

Digify

digify.com

Digify allows companies to protect and keep control of confidential documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file tracking, print and download permissions and customizable watermarks. Companies use Digify to protect confidential infor...

TaskSuite

tasksuite.com

TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions ca...

4Degrees

4degrees.ai

The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks. We're built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and co...

Hubly

myhubly.com

Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial adv...

HelpRange

helprange.com

HelpRange is a virtual data room where you can securely share and store your documents using advanced security controls. HelpRange provides valuable insights such as usage statistics, alerts, and visual heat maps in real-time.

H1 Virtual Data Rooms

h1.io

H1 Virtual Data Rooms (VDRs) are secure online platforms designed to facilitate the storage, sharing, and management of sensitive documents during critical business transactions, such as mergers and acquisitions, fundraising, and compliance processes. H1 VDRs provide a comprehensive solution for org...

Orangedox

orangedox.com

Orangedox provides one-click create virtual data rooms that are directly sync'd with your Google Drive folders. Prevent your documents from being shared or forwarded and audit every time they've been opened. Easily manage your financial due diligence, fund raising, investor relations & investment...

Virtual Vaults

virtualvaults.com

Virtual Vaults empower dealmakers to succeed with an all-in-one platform to manage the entire M&A lifecycle. * Prepare in Workspaces: Hyper-efficient preparation tool for M&A dealmakers. Organise, collaborate, redact and export to your data room. All in one place. * Make your deal in our Data Room: ...

FirmRoom

firmroom.com

Zapa Client Portal

zapaclientportal.com

Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa...

NMI

nmi.com

NMI lets you create the ideal, full commerce offering, whether you’re an ISV looking to build better solutions, an ISO wanting to increase value in your services, or a Bank providing payment processing tools. And while we don't work directly with merchants, we enable you to provide your merchants th...

Identifee

identifee.com

The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.

Finpace

finpace.com

Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.