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What is Office Vault?

Discover advanced document management that harnesses the power of artificial intelligence, bringing sophisticated technology to all at an affordable price! Emphasizing customization, a digital-first strategy, and total oversight, Office Vault is designed with your requirements in mind, functioning as a vital resource for everyday business activities. Proudly developed in South Africa, this groundbreaking solution merges over forty years of industry knowledge into a streamlined system that allows for efficient and cost-effective business management. Unveiling the future of automated data entry software, Office Vault employs AI to effortlessly extract information from a variety of documents, whether they are scanned, photographed, or exist as digital files. This represents a new era of OCR; driven by artificial intelligence and machine learning, Office Vault adapts and improves with each document it analyzes, ensuring efficient data extraction across diverse document types in numerous languages, significantly boosting productivity. With Office Vault, you can be confident that your document management will not only meet the demands of your business but also drive it confidently into the future, embracing innovation every step of the way. This solution is not just about efficiency; it’s about empowering your business to thrive in an ever-evolving digital landscape.

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.

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

$799 per year
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

Orange Dot Technology

Date Founded

2020

Company Location

South Africa

Company Website

www.officevault.co.za

Company Facts

Organization Name

FutureVault

Company Location

Canada

Company Website

www.futurevault.com

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

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

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