VisualVaultGRM
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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
Our cloud-based enterprise content management (ECM) platform, VisualVault, is a highly scalable solution that’s built to deliver efficiency, savings, and business intelligence. Our easy-to-use applications, intuitive processes, and progressive approach to licensing will help you solve your organization’s most pressing information and process management challenges. When those challenges sit outside the digital realm, GRM can answer the call. With a network of state-of-the-art document storage and scanning facilities, we can either store or scan your hard copy as you move forward toward a digital-centric future. Born in the cloud, VisualVault is a flexible, modern ECM platform. A transformative technology that delivers efficiency, savings, and insights that drive your organization forward. Our workflow automation technology is a low-code/no-code workhorse that brings you and your partners equal parts efficiency and flexibility.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
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Audience
Public sector organizations wanting a solution to improve efficiency, manage their savings, and get insights
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFutureVault
Canada
www.futurevault.com
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Company InformationGRM
Founded: 1987
United States
www.grmdocumentmanagement.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Active Directory
Docusign
Salesforce
Yodlee
Zapier
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