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ease
features
design
support

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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

SourceGear Vault Pro offers a comprehensive solution for version control and bug tracking tailored for professional development teams, while Vault Standard caters to those seeking solely version control capabilities. Built on a robust client/server architecture, it leverages technologies like Microsoft SQL Server and IIS Web Services to enhance performance, scalability, and security. This software is not only affordably priced but is also easy to install and user-friendly, enabling teams to get started swiftly. Vault ensures data integrity by committing source code changes in atomic operations to a SQL Server database, and communication between the client and server utilizes HTTP with data compression and binary deltas for optimal remote access. Furthermore, Vault includes unique features such as Line History and Event Notifications to enrich the user experience. From the very beginning, SourceGear Vault was specifically designed for users transitioning from Microsoft Visual SourceSafe, making it a seamless choice for those familiar with that environment. Ultimately, Vault's focus on user needs and efficient performance sets it apart in the version control landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Devart ODBC Drivers
Docusign
Salesforce
Yodlee
Zapier
dbForge Source Control

Integrations

Active Directory
Devart ODBC Drivers
Docusign
Salesforce
Yodlee
Zapier
dbForge Source Control

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$349 one-time payment
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

SourceGear

Country

United States

Website

www.sourcegear.com/vault/

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

Bug Tracking

Backlog Management
Filtering
Issue Tracking
Release Management
Task Management
Ticket Management
Workflow Management

Source Code Management

Access Controls/Permissions
Bug Tracking
Build Automation
Change Management
Code Review
Collaboration
Continuous Integration
Repository Management
Version Control

Version Control

Branch Creation / Deletion
Centralized Version History
Code Review
Code Version Management
Collaboration Tools
Compare / Merge Branches
Digital Asset / Binary File Storage
Isolated Code Branches
Option to Revert to Previous
Pull Requests
Roles / Permissions

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