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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
ProofEasy offers an optimal solution for ensuring document integrity, suitable for organizations across various sectors such as legal, real estate, finance, and banking. This platform allows users to securely send and receive documents without the need for complicated enterprise software, effectively combating document fraud. The innovative use of real-time QR code scanning provides a reliable method for verifying documents, as users can simply scan the code with any scanner, like Google Lens, to access the original uploaded document. This feature enables users to confirm the authenticity of their copies against the source document. By enhancing the transparency and security of electronic and scanned documents—ranging from certificates to financial reports—ProofEasy prevents any tampering. Moreover, it alleviates the need for third-party verification by establishing a secure reference point for verification on a blockchain-based system, ensuring that all documents remain immutable and trustworthy while simplifying the verification process for users. In this way, organizations can focus on their core activities without the constant worry of document fraud.
API Access
Has API
API Access
Has API
Integrations
Zapier
Active Directory
Docusign
Envestnet | Yodlee
Google Lens
Salesforce
monday.com
Integrations
Zapier
Active Directory
Docusign
Envestnet | Yodlee
Google Lens
Salesforce
monday.com
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
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
ProofEasy
Country
United States
Website
proofeasy.io
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
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control