# File4tress Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about File4tress Software - reviews, pricing plans, popular comparisons to other Virtual Data Room products and more.

Source: https://www.capterra.com/p/10033077/File4tress

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# 

 File4tress Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on December 4, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

File4tress

## What is File4tress?

File4tress is a fiduciary platform that enables investment teams to manage sensitive information securely. The software provides encryption, customizable interfaces with strategy-specific templates, and role-based permissions to control access and downloads. File4tress includes features for streamlining due diligence reporting and investor engagement through audiovisual tools, real-time alerts, and interactive Q&A functionality. The platform supports unlimited users, entities, and data volume with a scalable architecture designed for single or multi-fund structures. File4tress syncs with CRM systems for automated data flow and offers user behavior analytics. The platform includes watermarking and audit trails for additional security while maintaining an intuitive navigation system for communication between parties.

## What is File4tress used for?

[Virtual Data Room](https://www.capterra.com/virtual-data-room-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### File4tress

5.0 (1)

VS.

[4.7 (138)](https://www.capterra.com/p/130910/Datasite-Diligence/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.7 (28,296)

Value For Money

5.0 (1)

Value For Money

4.2 (20,443)

Customer Service

5.0 (1)

Customer Service

4.7 (18,447)

## File4tress alternatives

Highest Rated

[4.8 (353)](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews/)

Starting price

Contact vendor for pricing

[4.8 (318)](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/reviews/)

Starting price

Contact vendor for pricing

[4.5 (101)](https://www.capterra.com/p/131455/ImprimaVDR/reviews/)

Starting price

Contact vendor for pricing

[4.7 (115)](https://www.capterra.com/p/130904/Ansarada/reviews/)

Starting price

$399.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Audit Trail

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

Data Security

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Protect sensitive data for digital privacy

Data Storage Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage and store data in a database

Secure Data Storage

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Watermarking

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Add a digital mark to show ownership of an image, video, document, etc.

File4tress 22 features

Define levels of authorization for access to specific files or systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Verify the identity of users/devices to enable secure access

Data is backed up automatically to prevent data loss

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Protect sensitive data for digital privacy

Manage and store data in a database

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Search for specific words or phrases within a document or database

Request two or more credentials to prove user's identity before granting access to systems

Allow users to collaborate and ask questions regarding folders and/or documents within the system

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Add a digital mark to show ownership of an image, video, document, etc.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Version

Free Subscription

$0.00

It includes:

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

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Integrations

[

Backstop](https://www.capterra.com/p/169054/Backstop/)[

Dynamo](https://www.capterra.com/p/10004853/Dynamo/)[

Dynamo](https://www.capterra.com/p/193714/Dynamo/)

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CW

Charisse W.

Administrator

Investment Management

### "Professional Portal That Reflects Our Boutique Service "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 21, 2025

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.

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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