Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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