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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.
Description
QR Mark is an innovative solution that uses QR Codes to authenticate and validate documents. It combats document theft by ensuring that every document can be validated using a QR Code, confirming its integrity and authenticity.
Each document is assigned a unique QR Code that, when scanned by the user, will direct them to a secure portal displaying all of its original details. This prevents forgery or unauthorized changes.
Here are some key features:
1. The recipient can authenticate documents with no restrictions using unlimited verification.
2. Custom branding allows you use your own logo and domain for a personalized experience.
3. Bulk verification allows for the processing of multiple documents at one time.
4. Multi-user access allows for secure team collaboration through role-based permissions.
5. Microsoft 365, Google Apps and APIs are supported for seamless integration.
6. Single Sign-On simplifies secure access to your company's authentication systems.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
Envestnet | Yodlee
Google Docs
Google Sheets
Google Slides
Microsoft Excel
Microsoft Word
PowerPoint
Salesforce
Integrations
Active Directory
Docusign
Envestnet | Yodlee
Google Docs
Google Sheets
Google Slides
Microsoft Excel
Microsoft Word
PowerPoint
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9/month
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
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
Trycon Technologies Private Limited
Founded
2013
Country
India
Website
qrmark.com
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
Product Features
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control