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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 Drive Connect?

Boost your productivity by leveraging Google Drive for efficient document creation and file management through an intuitive AppExchange application. Ensure that your critical documents are both accessible and easily shareable within your team by utilizing the Drive Links Lightning component. Design dynamic merge templates that produce customized documents suited to your business needs, all accomplished through straightforward clicks rather than intricate coding. With the trial version of Drive Connect, you can explore its comprehensive features for up to 10 users over a 14-day duration. Furthermore, you can connect Drive files and folders directly to Salesforce records, utilize Google Doc merge templates for seamless document creation, and automate Drive tasks within record-triggered flows. Start your journey with Drive Connect and take advantage of 10 free user licenses for two weeks, all without requiring a credit card. You can conveniently acquire Drive Connect via the setup tab within the Drive Connect Salesforce application. This solution not only optimizes your workflows but also empowers you to create a notable effect on clients by merging Salesforce with Google Drive, facilitating their operational growth. Moreover, this integration provides your team with essential tools to foster collaboration and drive productivity, which is crucial in a competitive landscape. As you implement Drive Connect, you will likely notice a substantial enhancement in your team's overall efficiency and effectiveness.

Media

Media

Integrations Supported

Salesforce
Active Directory
Docusign
Envestnet | Yodlee
Google Docs
Google Drive
Zapier

Integrations Supported

Salesforce
Active Directory
Docusign
Envestnet | Yodlee
Google Docs
Google Drive
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$16 per month
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

Appiphony

Company Location

United States

Company Website

driveconnect.me/

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 Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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