Secure file intake for financial advisorswithout portal friction for clients.
EuroDrop gives independent advisors a simpler way to collect sensitive documents before planning work starts. Instead of asking clients to create yet another portal account, you send one secure upload link from email. They open it in the browser, drag in the files, and everything routes straight to Google Drive.
Why advisors use it
No client login required.
Cleaner than chasing attachments through email.
Google Drive native delivery keeps setup light.
More usable for older or non-technical clients.
Pricing fit
The current setup is meant to stay predictable for the firm. It is priced for the team, not by how many clients upload files.
Where it helps
Common advisor intake use cases
KYC and onboarding documents
bank statements and portfolio exports
tax summaries and investment records
sensitive intake before a planning call
What teams usually care about
What usually makes the difference
What stays simple
Your side stays familiar
Keep email for the sender side instead of moving the team into another system.
The client side stays light
The upload happens in the browser without another account, password, or portal onboarding step.
The handoff stays clean
Files route into the firm's connected Google Drive instead of creating another storage silo.
Next to read
Pick the page that matches the next question someone on your team is likely to ask.