Related Products
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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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About
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems!
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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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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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Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
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Audience
Companies searching for a document and content management solution
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Support
Phone Support
Supported
24/7 Live Support
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
Supported
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API
Offers API
Not 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
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFutureVault
Canada
www.futurevault.com
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Company InformationInnodox
Founded: 1998
Hungary
www.innodox.com
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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
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
Supported
Docusign
Supported
Salesforce
Supported
Yodlee
Supported
Zapier
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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