Document ProOmnex Systems
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Related Products
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About
Document Pro is a single repository to manage all your business documents and records. You can monitor employee access, document revisions, change requests, and approvals through an online platform. Documents can be customized into infinite number of levels and folders per structural requirements. The system follows a pre-programmed base structure in which; Level 1 is for Quality Manual, Level 2 for Processes, and Levels 3 and 4 for Work Instructions and Checklists, respectively. Especially powerful for integrated management systems! Single source of truth for documents within the Organization, including Management Systems documents like documents, forms, and records. Model your current management system within DocumentPro, with minimal impact to current disciplines. Facilitates Integrated Document Management systems for Organizations that are juggling multiple standards.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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Audience
Companies and professionals seeking a solution to manage their documents
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Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationOmnex Systems
Founded: 1986
United States
www.omnexsystems.com/products/docpro-document-management-software
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Company InformationFutureVault
Canada
www.futurevault.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Supported
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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
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Integrations
Active Directory
Not Supported
Docusign
Not Supported
Salesforce
Not Supported
Yodlee
Not Supported
Zapier
Not Supported
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Integrations
Active Directory
Supported
Docusign
Supported
Salesforce
Supported
Yodlee
Supported
Zapier
Supported
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