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features
design
support

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Write a Review

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

SourceGear Vault Pro offers a comprehensive solution for version control and bug tracking tailored for professional development teams, while Vault Standard caters to those seeking solely version control capabilities. Built on a robust client/server architecture, it leverages technologies like Microsoft SQL Server and IIS Web Services to enhance performance, scalability, and security. This software is not only affordably priced but is also easy to install and user-friendly, enabling teams to get started swiftly. Vault ensures data integrity by committing source code changes in atomic operations to a SQL Server database, and communication between the client and server utilizes HTTP with data compression and binary deltas for optimal remote access. Furthermore, Vault includes unique features such as Line History and Event Notifications to enrich the user experience. From the very beginning, SourceGear Vault was specifically designed for users transitioning from Microsoft Visual SourceSafe, making it a seamless choice for those familiar with that environment. Ultimately, Vault's focus on user needs and efficient performance sets it apart in the version control landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Devart ODBC Drivers No 
Docusign Yes 
Salesforce Yes 
Yodlee Yes 
Zapier Yes 
dbForge Source Control No 

Integrations

Active Directory No 
Devart ODBC Drivers Yes 
Docusign No 
Salesforce No 
Yodlee No 
Zapier No 
dbForge Source Control Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$349 one-time payment
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
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

SourceGear

Country

United States

Website

www.sourcegear.com/vault/

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

Bug Tracking

Backlog Management No 
Filtering No 
Issue Tracking No 
Release Management No 
Task Management No 
Ticket Management No 
Workflow Management No 

Source Code Management

Access Controls/Permissions No 
Bug Tracking Yes 
Build Automation Yes 
Change Management Yes 
Code Review No 
Collaboration No 
Continuous Integration No 
Repository Management No 
Version Control Yes 

Version Control

Branch Creation / Deletion No 
Centralized Version History No 
Code Review No 
Code Version Management No 
Collaboration Tools No 
Compare / Merge Branches No 
Digital Asset / Binary File Storage No 
Isolated Code Branches No 
Option to Revert to Previous No 
Pull Requests No 
Roles / Permissions No 

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