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Average Ratings 0 Ratings

Total
ease
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

With edoclink Enterprise, your workflows become automated, and all your documents transition into a fully digital and integrated format. This allows for a smooth exchange of information, enabling you to utilize, share, and access data precisely when and where you require it. In a world full of uncertainties, we necessitate adaptable solutions that can handle ongoing changes. These solutions aim to simplify our everyday tasks and maximize our productivity and efficiency. They play a crucial role in managing our meetings and improving the ways we utilize and distribute information. By leveraging its certified integration with various SAP ERP modules, edoclink Enterprise significantly boosts the speed and overall efficiency of your organization’s business operations in a swift and user-friendly manner. Discover the transformative effects this integration can bring to your organization by exploring the insights shared by INCM. Are you interested in learning how to save time, enhance collaborative efforts within your organization, and centralize the administration of your Teams groups? Prepare yourself for the evolving paradigms of work that can reshape your operational landscape. The future of work is not just about adaptation, but about thriving in a continuously changing environment.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

$30 per month
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 Yes 
Mac Yes 
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) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FutureVault

Country

Canada

Website

www.futurevault.com

Vendor Details

Company Name

Link Consulting

Country

Portugal

Website

linkconsulting.com/what-we-do/products/edoclink-enterprise/

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

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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