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
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
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