File4tress 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

File4tress

5.0

(1)

Pricing

Pricing available upon request

About File4tress

File4tress is a cloud-based investor data management platform built for investment firms, delivering secure document distribution, granular access controls, and engagement analytics through scalable infrastructure. Its enterprise-grade encryption protects documents and investor data during transmission and storage. Security features include session timeouts, two-factor authentication, and screenshot prevention.

Administrators can set specific permissions by investor type, fund participation, or document classification, controlling view, download, share, and export rights independently. Its cloud infrastructure handles multiple users, documents, and fund entities without performance issues. The system supports complex structures including master-feeder arrangements, parallel funds, and multi-jurisdictional vehicles. Database optimization and content delivery networks ensure fast loading regardless of file size or location. The RESTful API provides programmatic access to user management, documents, permissions, and analytics. Webhooks enable real-time notifications for uploads, registrations, and downloads. CRM synchronization works with Salesforce and HubSpot. Single sign-on (SSO)...

File4tress Screenshots

File4tress Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Free Subscription

$0.00

flat rate, per month

Plan includes:

1 x Dataroom
1 x Sub-section
1 x Admin User
10 x Investors
No User permissioning
2 GB Storage

Launch Subscription

Pricing available upon request

Plan includes:

1 x Dataroom
10 x Sub-folders
10 x Team Members
2 x Admin Users
50 x Investors
User Permissioning included
5GB storage

Growth Subscription

Pricing available upon request

Plan includes:

4 x Pages
9 x Sections
15 x Team Members
Unlimited Admin
Unlimited Investors
User Analytics
User Permissioning included
10 GB Storage

Professional Subscription

Pricing available upon request

Plan includes:

Unlimited Pages
Unlimited Sections
Unlimited Admin
Unlimited Investors
Unlimited Team members
User Permissioning included
User Analytics
Unlimited GB Storage
AI Enhanced Features

Enterprise Subscription

Pricing available upon request

Plan includes:

Unlimited Pages
Unlimited Sections
Unlimited Team members
Unlimited Admin
Unlimited Investors
User Permissioning included
User Analytics
Unlimited GB Storage
AI Enhanced Features
Multi-fund Structure

File4tress Features

Popular features found in Virtual Data Room
Audit Trail
Bulk Uploading
Collaboration Tools
Document Classification
Document Management
Drag & Drop
Multi-Factor Authentication
Search/Filter
Secure Data Storage
Secure File Viewer
More features of File4tress
Access Controls/Permissions
Alerts/Notifications
API
Authentication
Automatic Backup
Customizable Branding
Data Import/Export
Data Security
Data Storage Management
Full Text Search
Q&A Management
Reporting/Analytics
Tagging
User Management
Watermarking

File4tress Integrations

Dynamo

Backstop

File4tress User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used File4tress and would like to share your experience with others?

Charisse W.

Verified reviewer

Investment Management

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed October 2025

Professional Portal That Reflects Our Boutique Service

As a boutique investment firm, we needed a portal solution that matched our personalized approach to client service. File4tress delivered exactly that—sophisticated security and functionality wrapped in a beautifully branded interface that feels uniquely ours. The white-label customization means our clients experience seamless integration with our brand identity. The tag-based permissions are perfect for managing different investment strategies and client types. Our team particularly values the analytics that show which clients are actively engaging with our research and commentary. Implementation was smooth, and the ongoing support from Basis Point has been exceptional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The white-label customization capabilities stand out as the most valuable feature. File4tress allowed us to create a portal that truly reflects our boutique brand identity rather than looking like a generic third-party platform. The tag-based permission system is exceptionally well-designed for our needs—it gives us precise control over which clients see specific investment strategies and research materials. We also appreciate the granular analytics that show client engagement patterns, helping us understand which commentary and research our clients find most valuable. The combination of enterprise-grade security with a beautifully branded, intuitive interface has elevated our client experience significantly.

Cons:

While our overall experience has been excellent, there was an initial learning curve for setting up the tag-based permission structure that required some time investment to fully optimize. That said, this was relatively minor given the one-on-one support we received from the team, along with comprehensive training materials that streamlined the process. Additionally, we'd welcome more advanced reporting features with enhanced export capabilities to integrate seamlessly with our internal CRM systems. These are minor considerations compared to the substantial value the platform delivers, and the Basis Point team has been highly responsive to our feedback and feature requests.

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