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
Vault provides comprehensive solutions for backing up and swiftly recovering essential data, including metadata, file attachments, chatter feeds, knowledge feeds, and all the necessary content to restore the full Salesforce experience. Additionally, Vault includes integrated archival features. Leveraging a scalable enterprise-level cloud infrastructure, AutoRABIT offers an economical archival solution. This platform empowers organizations to adhere to IT governance policies while fulfilling their data recovery requirements to ensure compliance with regulatory standards. Furthermore, for business continuity managers, Vault guarantees the quickest Recovery Time Objectives (RTOs), reinforcing its value in strategic planning. Ultimately, Vault stands as a vital resource for organizations seeking robust data protection and recovery strategies.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Active Directory
Yes
Docusign
Yes
Yodlee
Yes
Zapier
Yes
Integrations
Salesforce
Yes
Active Directory
No
Docusign
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
No
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)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
AutoRABIT
Founded
2015
Country
United States
Website
www.autorabit.com
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
Backup
Backup Log
Yes
Backup Scheduling
Yes
Cloud Backup
Yes
Compression
Yes
Continuous Backup
Yes
Encryption
Yes
Incremental Backup
Yes
Local Server Options
No
Remote Server Options
Yes
Secure Data Storage
Yes
Web Access / Restoration
Yes