Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
TrueVault is a pioneering data security firm solely dedicated to safeguarding Personally Identifiable Information (PII). By separating consumer identity from their behaviors, TrueVault aims to mitigate risks associated with data security and compliance, ensuring that companies only retain the necessary data. As businesses accumulate more information to enhance their operations, they simultaneously elevate their exposure to risk and potential liabilities. Designed by legal professionals, our software provides a comprehensive, step-by-step approach to achieving compliance with the CCPA. Regardless of whether your enterprise is an e-commerce platform or a SaaS provider, TrueVault Polaris ensures that your business reaches full compliance at a fixed price. If we fail to achieve this, we promise a complete refund without any inquiries. From initial compliance to managing consumer requests, TrueVault Polaris is your guide through the entire process, simplifying each step. If you can navigate online tax filing, then achieving full compliance with your business is equally attainable. With TrueVault, you can focus on growing your business while we handle the complexities of data security.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Active Directory
Yes
Amazon Web Services (AWS)
No
Docusign
Yes
Google Cloud Platform
No
Microsoft Azure
No
Salesforce
Yes
Yodlee
Yes
Zapier
Yes
Integrations
Active Directory
No
Amazon Web Services (AWS)
Yes
Docusign
No
Google Cloud Platform
Yes
Microsoft Azure
Yes
Salesforce
No
Yodlee
No
Zapier
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
TrueVault
Founded
2013
Country
United States
Website
www.truevault.com
Product Features
Digital Asset Management
Asset Categorization
No
Asset Library
No
Asset Sharing
No
Brand Control
No
Customizable Branding
No
File Conversion
No
Metadata Management
No
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
No
Version Control
No
Watermarking
No
Workflow Management
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
Yes
Version Control
No
Product Features
Data Privacy Management
Access Control
No
CCPA Compliance
No
Consent Management
No
Data Mapping
No
GDPR Compliance
No
Incident Management
No
PIA / DPIA
No
Policy Management
No
Risk Management
No
Sensitive Data Identification
No