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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 EisenVault ?

A Document Management System (DMS) serves as the definitive repository for all company documents, ensuring streamlined access and organization. It enables the consolidation of various types of records, including invoices, purchase orders, employee files, policy documents, and marketing materials. Today’s DMS solutions support a wide range of file formats, allowing users to store, view, search, and index PDFs, PNGs, JPEGs, MP4 videos, CAD drawings, and files from Microsoft Office. With EisenVault's advanced robotic process automation (RPA), the categorization of documents and the automation of workflows become significantly more efficient. Additionally, EisenVault's Document Management Software supports both cloud-based and on-premises deployment options, providing versatility for different business needs. Users can conveniently access the DMS through web browsers, Microsoft Outlook plugins, Google Chrome extensions for Gmail, offline sync capabilities, and dedicated mobile applications for Android and iOS. The cloud-centric solution utilizes Microsoft Azure and is designed with contemporary, open architectures, ensuring scalability and integration with existing systems. Moreover, the ease of access and the user-friendly interface enhance productivity across organizational teams.

Media

Media

Integrations Supported

Active Directory
Docusign
Salesforce
Yodlee
Zapier

Integrations Supported

Google Docs

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Argali Knowledge Services

Date Founded

2015

Company Location

India

Company Website

www.eisenvault.com

Categories and Features

Document Control

Not specified

Document Generation

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Capture
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
Forms Management
Full Text Search
Optical Character Recognition
Print Management

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Document Retention
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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