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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
Our company's tagline provides a clear insight into our core mission. By stating, "Simply Work. Enjoy Life.", we express our dedication to simplifying the experience of employees who deal with documents, while also enhancing the workflow for administrators! With user-friendly designs, page-specific security measures, automated data extraction processes, rapid and targeted search capabilities, and notifications that can be tailored, Reveal effectively tackles these challenges by minimizing distractions and empowering users to excel – allowing for the creation of superior work in a shorter amount of time. We have been involved in the document industry for an extensive period. In fact, a remarkably long duration. While IT professionals may often regard documents merely as data to be stored, archived, retrieved, indexed, and searched (which are indeed crucial tasks!), we understand through our experience that documents fundamentally revolve around people and their needs. Thus, we strive to create solutions that foster better interactions and enhance productivity for everyone involved.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
HubSpot Customer Platform
Ivee
Salesforce
Yodlee
Zapier
Integrations
Active Directory
Docusign
HubSpot Customer Platform
Ivee
Salesforce
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
OPIN Systems
Website
www.opin.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
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
