DigiDocs

DigiDocs

Digio.in
+
+

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About

Automate and digitize process workflows within firms through document generation from customizable templates. Maintain templates with dynamic content, and standardize data fields across documents. Templates, building workflows, process standardization and cross-business data standardization. Eliminate the need to maintain hundreds of document types across varying product categories. Build business workflows across document types with searchable and indexed metadata. DigiDocs is well-integrated with DigiSign, allowing you to generate a standard document, pre-fill it with relevant data, and get it digitally or electronically signed by multiple parties.

About

FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Digital documentation platform for companies wanting to have their documents accessible

Audience

Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0.68 per 2 months
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Digio.in
Founded: 2016
India
www.digio.in

Company Information

FutureVault
Canada
www.futurevault.com

Alternatives

Alternatives

Veeva Vault QMS

Veeva Vault QMS

Veeva Industries
Bloomberg Vault

Bloomberg Vault

Bloomberg
Xeditor

Xeditor

Fabasoft Xpublisher
Vault Rooms

Vault Rooms

Vault Rooms, Inc.
Synergis Adept

Synergis Adept

Synergis Software

Categories

Document Control Supported

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Not Supported

Integrations

Active Directory Not Supported
DigiSign Supported
Docusign Not Supported
Salesforce Not Supported
Yodlee Not Supported
Zapier Not Supported

Integrations

Active Directory Supported
DigiSign Not Supported
Docusign Supported
Salesforce Supported
Yodlee Supported
Zapier Supported
Claim DigiDocs and update features and information
Claim DigiDocs and update features and information
Claim FutureVault and update features and information
Claim FutureVault and update features and information