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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
atQor Vault serves as a comprehensive document management solution that oversees the entire lifecycle of documents, manages information flow, and ensures compliance with industry standards and regulations. By facilitating secure collaboration, it enhances organizational productivity significantly. This Electronic Document Management System (EDMS) allows users to store electronic files on a centralized platform, enabling complete tracking from creation through to final approval and archival, complete with robust approval procedures, version control, and security measures. Designed to cater to the compliance and collaborative needs of various industries, atQor Vault is a ready-to-implement solution. Its integrated document management and workflow capabilities streamline the processes of editing, reviewing, approving, and publishing documents. Furthermore, it simplifies document creation, organization, and retrieval for users, who can conveniently access files from any device, anywhere, thereby enhancing overall operational efficiency. Overall, atQor Vault not only meets regulatory demands but also empowers users to manage their documents with ease and security.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
Envestnet | Yodlee
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Salesforce
Integrations
Active Directory
Docusign
Envestnet | Yodlee
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
atQor
Founded
2002
Country
United States
Website
www.atqor.com/solutions/document-management-system/
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 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