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
Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 140,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group.
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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
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
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
Legal and corporate teams that want a document automation 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
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
$55 per user per month
Degressive pricing - more users you have less price per you pay
Free Version
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
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFutureVault
Canada
www.futurevault.com
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Company InformationLegito
Founded: 2014
United States
www.legito.com/US/en
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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
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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Document Control Features
Archiving & Retention
Supported
Automated Routing
Supported
Change Management
Supported
Compliance Management
Supported
Electronic Signature
Supported
Escalation Management
Supported
Periodic Review
Supported
Version Control
Supported
Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Supported
Multiple Output Formats
Supported
Templates
Supported
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
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Supported
Document Assembly
Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Supported
Version Control
Supported
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Integrations
Docusign
Supported
Active Directory
Supported
Google Calendar
Not Supported
Google Drive
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
KonnectzIT
Not Supported
Salesforce
Supported
Yodlee
Supported
Zapier
Supported
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Integrations
Docusign
Supported
Active Directory
Not Supported
Google Calendar
Supported
Google Drive
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
KonnectzIT
Supported
Salesforce
Not Supported
Yodlee
Not Supported
Zapier
Not Supported
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