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ease
features
design
support

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Write a Review

Description

Streamline and automate your document management processes with Compleo Hybrid, a versatile digital document management solution compatible with both Windows and web platforms. This solution is equipped with a variety of secure modules and services that can be customized to meet your specific requirements. To enhance the workflow of business documents generated by ERP systems or other applications, companies often require a robust external digital document management solution that utilizes advanced communication technologies. This type of infrastructure not only allows for greater flexibility but also minimizes the effort needed for implementation and ongoing operations, all while maintaining the same level of security as an ERP extension through the use of certified SAP, IBMi, or secure web API dialog connectors. Such a system is essential for effective integration with SaaS applications. Compleo Hybrid meticulously handles each phase of transforming, converting, and delivering business documents, ensuring an efficient workflow that is secure, timely, and easily traceable from the moment the document is released until it reaches its final destination. By adopting this comprehensive solution, organizations can significantly enhance productivity and reduce the risks associated with document management.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Active Directory No 
Docusign No 
Salesforce No 
Yodlee No 
Zapier No 

Integrations

Active Directory Yes 
Docusign Yes 
Salesforce Yes 
Yodlee Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Symtrax

Country

United States

Website

www.symtrax.com/document-management/

Vendor Details

Company Name

FutureVault

Country

Canada

Website

www.futurevault.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control No 

Product Features

Digital Asset Management

Asset Categorization No 
Asset Library No 
Asset Sharing No 
Brand Control No 
Customizable Branding No 
File Conversion No 
Metadata Management No 
Mobile App No 
Reporting/Analytics No 
Search Within Document No 
Search/Filter No 
Version Control No 
Watermarking No 
Workflow Management No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management Yes 
Version Control No 

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