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Description
Adlib is a robotic process automation solution designed to help businesses in finance, petroleum, energy, manufacturing, government, and other sectors automatically discover and classify documents from multiple unstructured sources to create clean structured data. Managers can recognize duplicate files, personally identifiable information (PII), and signatures during data extraction processes.
The platform enables teams to convert documents from 300+ formats into searchable and auditable PDFs on a unified interface. Adlib offers industry-leading optical character recognition (OCR) functionality, allowing teams to transform JPG, vector files, charts, CAD drawings, and other image files into PDFs. Businesses can also include auto-generated dynamic tables of contents, hyperlinks, watermarks, and headers or footers to automate document assembly operations.
Adlib lets team leaders manage the redaction of content in accordance with data privacy, General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Brexit, International Financial Reporting Standard (IFRS 17), and other compliance standards. Employees can also utilize the AI-enabled solution to validate classification tags and export documents.
Description
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
ENOVIA
Envestnet | Yodlee
IBM FileNet Content Manager
Microsoft SharePoint
Nintex Process Platform
OpenText Core Content Management
OpenText Documentum
Salesforce
Integrations
Active Directory
Docusign
ENOVIA
Envestnet | Yodlee
IBM FileNet Content Manager
Microsoft SharePoint
Nintex Process Platform
OpenText Core Content Management
OpenText Documentum
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Adlib Software
Founded
1998
Country
Canada
Website
www.adlibsoftware.com
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Product 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
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
File and Document Comparison
Audio Comparison
Barcode Comparison
Braille Comparison
Code Comparison
Document Comparison
File Comparison
Image Comparison
PDF Comparison
Video Comparison
OCR
Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool
PDF Editors
Access Controls / Permissions
Annotations
Commenting / Notes
Compare Side-by-Side
Customizable Branding
Delete Pages
Electronic Signature
Forms Management
Full Text Search
Merge / Append
Offline Access
Optical Character Recognition (OCR)
Rearrange Pages
Rotate Pages
Watermarking
Product 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