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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
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
API Access
Has API
Integrations
Active Directory
Amazon Web Services (AWS)
Docusign
Google Cloud Platform
Microsoft Azure
Salesforce
Yodlee
Zapier
Integrations
Active Directory
Amazon Web Services (AWS)
Docusign
Google Cloud Platform
Microsoft Azure
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
TrueVault
Founded
2013
Country
United States
Website
www.truevault.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
Data Privacy Management
Access Control
CCPA Compliance
Consent Management
Data Mapping
GDPR Compliance
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification
