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Description
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
Description
LiveVault delivers comprehensive cloud backup and recovery solutions to more than 11,000 companies throughout North America. By striking a balance between user-friendliness and robust capabilities, along with adaptable options to cater to distinct business needs, LiveVault features exclusive enterprise-grade services such as: Offsite backup paired with local storage solutions, web-based access to safeguarded data, agentless backups for multiple LAN-connected systems, and redundant data centers to guarantee data recoverability. Each LiveVault client can feel confident knowing their data is secure and can be promptly restored to support their business continuity requirements. Recognizing that different types of data have varying levels of importance, LiveVault emphasizes that not all data should be handled uniformly. To gain further insight into how to leverage the LiveVault Data Prioritization Strategy, be sure to watch the accompanying video. Additionally, this approach empowers businesses to focus on their most critical information while ensuring comprehensive protection for all data assets.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
Microsoft Hyper-V
Salesforce
VMware vSphere
Yodlee
Zapier
Integrations
Active Directory
Docusign
Microsoft Hyper-V
Salesforce
VMware vSphere
Yodlee
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
j2 Global
Founded
1995
Country
United States
Website
www.livevault.com
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
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
Product Features
Backup
Backup Log
Backup Scheduling
Cloud Backup
Compression
Continuous Backup
Encryption
Incremental Backup
Local Server Options
Remote Server Options
Secure Data Storage
Web Access / Restoration
Business Continuity
Backup Log
Backup Scheduling
Compression
Continuous Backup
Encryption
Incremental Backup
Local Server Options
Multiple System Support
Remote Server Options
Secure Data Storage
Web Access / Restoration
