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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 DocBoss?

DocBoss is a cloud-based solution specifically designed to address the documentation requirements of suppliers collaborating with engineering firms. It simplifies the entire workflow, beginning with the creation of a comprehensive list of vendor documents and extending to the formatting of submissions and the compilation of databooks, freeing users from tedious tasks they would rather not engage in. The subscription options offer a variety of features, including: • The automatic filling of client templates, which encompasses cover pages, transmittal sheets, and document indexes. • The capability to generate final databooks in just a few clicks. • Due date management, along with automated reminder notifications for team members. • Automatic adjustments to the document list in response to modifications in equipment orders. • Access to a thorough, automated log of all documents and submissions. • The ability to easily share sizable files with both clients and suppliers. • Tools for annotating documents and exporting feedback in an efficient manner. Through these capabilities, DocBoss significantly boosts productivity and streamlines the documentation process for everyone involved, ultimately leading to a smoother collaboration experience. This platform not only saves time but also enhances the overall efficiency of managing project documentation.

Media

Media

Integrations Supported

Active Directory
Docusign
Salesforce
Yodlee
Zapier

Integrations Supported

Active Directory
Docusign
Salesforce
Yodlee
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

DocBoss

Date Founded

2010

Company Location

Canada

Company Website

www.docboss.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 Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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