Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Rosetta serves as a comprehensive digital asset management and preservation system designed specifically for libraries, archives, museums, and various other organizations. It guarantees the secure collection, organization, and distribution of diverse digital content, safeguarding it for future generations. Available in two formats—either as an on-premise enterprise solution or as a fully hosted service on the Ex Libris secure cloud platform—Rosetta helps eliminate redundant tasks and streamline administrative processes while ensuring data consistency. By merging disparate Digital Asset Management (DAM) and preservation tasks into a single cohesive solution, Rosetta promotes efficiency and collaboration. Users can establish personalized rules and workflows to adapt to their current and future operational demands. The platform's business logic engine offers highly flexible configuration options, catering to a wide range of needs. Furthermore, Rosetta embraces openness, allowing users to enhance its core capabilities and connect with external solutions through an extensive array of APIs, plug-ins, and open interfaces, promoting seamless integration and adaptability in the ever-evolving digital landscape. With Rosetta, institutions can confidently manage their digital assets, knowing they are equipped for both present and future challenges.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Active Directory
Yes
Docusign
Yes
Salesforce
Yes
Yodlee
Yes
Zapier
Yes
Integrations
Active Directory
No
Docusign
No
Salesforce
No
Yodlee
No
Zapier
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
Ex Libris
Website
exlibrisgroup.com/products/rosetta-digital-asset-management-and-preservation/
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
Product Features
Digital Asset Management
Asset Categorization
Yes
Asset Library
Yes
Asset Sharing
No
Brand Control
No
Customizable Branding
Yes
File Conversion
No
Metadata Management
Yes
Mobile App
No
Reporting/Analytics
Yes
Search Within Document
Yes
Search/Filter
Yes
Version Control
No
Watermarking
No
Workflow Management
Yes