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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 DocOrigin?

DocOrigin is a powerful tool designed for producing professional, dynamic, and high-quality business documents. Whether you require numerous invoices, statements, or even just one piece of customer communication, DocOrigin handles these tasks swiftly and economically. This solution efficiently harnesses data from existing legacy systems, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and various line-of-business applications to generate documents that provide precise information to customers, suppliers, and employees in their preferred formats and on their chosen devices. Furthermore, it easily integrates with current legacy systems and workflows, ensuring a smooth implementation process. With its dynamic HTML capabilities, DocOrigin excels in both visual presentation and data collection, offering great flexibility in document design. You also have the opportunity to maximize unused spaces in transactional documents by incorporating custom content, which enhances their overall impact. Whether you require a single document created on demand or need to engage in ongoing batch processing, DocOrigin adjusts seamlessly to your needs. The user-friendly template creation feature within DocOrigin Design streamlines the document generation process, making it user-friendly for individuals of varying skill levels. This all-encompassing strategy guarantees that every facet of document creation is executed with both efficiency and effectiveness, ultimately improving communication across your organization. By adopting DocOrigin, businesses can ensure that their documentation not only meets but exceeds modern expectations.

Media

Media

Integrations Supported

Active Directory
CentOS
Docusign
Envestnet | Yodlee
HTML
IBM AIX
IBM i
Salesforce
Zapier

Integrations Supported

Active Directory
CentOS
Docusign
Envestnet | Yodlee
HTML
IBM AIX
IBM i
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

Eclipse Corporation

Company Location

United States

Company Website

eclipsecorp.us/why-docorigin/

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

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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