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What is FutureVault?

Discover the innovative ways leading financial services and wealth management firms are leveraging FutureVault to enhance compliance, optimize back-office operations, and provide exceptional value to clients, all while saving valuable time and resources. By digitizing and streamlining document workflows, you can minimize both security and compliance risks, fostering trust with clients and their families in the process. This approach not only boosts compliance and administrative efficiency but also equips your advisors and front office teams with added value that can significantly scale their workflow. Ultimately, adopting such solutions can transform the client experience while improving overall operational effectiveness.

What is Adlib?

Adlib is an advanced robotic process automation tool that assists businesses across various industries, including finance, energy, and manufacturing, in automatically identifying and categorizing documents from diverse unstructured sources to generate accurate structured data. Managers benefit from the ability to identify duplicate files, personally identifiable information (PII), and signatures during the data extraction phase. This platform facilitates the conversion of documents from over 300 different formats into searchable and auditable PDFs through a single interface. Adlib's cutting-edge optical character recognition (OCR) capabilities empower teams to transform files like JPGs, vector graphics, charts, and CAD drawings into PDFs seamlessly. Additionally, businesses can enhance their document assembly processes by incorporating auto-generated dynamic tables of contents, hyperlinks, watermarks, and customizable headers or footers. Furthermore, Adlib provides team leaders with the tools necessary to manage content redaction in compliance with data privacy regulations, such as the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and International Financial Reporting Standard (IFRS 17), among others. Employees can leverage the AI-driven features of the solution to ensure the accuracy of classification tags and facilitate document exports, thus streamlining their workflow and enhancing operational efficiency. Overall, Adlib stands out as a comprehensive solution for organizations aiming to optimize their document handling and compliance processes.

Media

Media

Integrations Supported

Active Directory
Docusign
ENOVIA
Envestnet | Yodlee
IBM FileNet Content Manager
Microsoft SharePoint
Nintex Process Platform
OpenText Core Content Management
OpenText Documentum
Salesforce
Zapier

Integrations Supported

Active Directory
Docusign
ENOVIA
Envestnet | Yodlee
IBM FileNet Content Manager
Microsoft SharePoint
Nintex Process Platform
OpenText Core Content Management
OpenText Documentum
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FutureVault

Company Location

Canada

Company Website

www.futurevault.com

Company Facts

Organization Name

Adlib Software

Date Founded

1998

Company Location

Canada

Company Website

www.adlibsoftware.com

Categories and 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

Categories and 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

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

File and Document Comparison

Audio Comparison
Barcode Comparison
Braille Comparison
Code Comparison
Document Comparison
File Comparison
Image Comparison
PDF Comparison
Video Comparison

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

PDF Editors

Access Controls / Permissions
Annotations
Commenting / Notes
Compare Side-by-Side
Customizable Branding
Delete Pages
Electronic Signature
Forms Management
Full Text Search
Merge / Append
Offline Access
Optical Character Recognition (OCR)
Rearrange Pages
Rotate Pages
Watermarking

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