MagicDocsFormally
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About
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with
FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers.
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About
Accurately organize documents in an instant with intelligent labeling. Organize files in an instant with our advanced language learning model. Organize, rename, summarize, and extract key data from any document with MagicDocs, your secure, AI-powered solution for time-saving document management. Within seconds, MagicDocs can effortlessly generate concise summaries for lengthy documents, saving you time. Instantly create document summaries using MagicDocs AI. Ideal for personal use or collaboration. Use MagicDocs to easily gather and store documents for yourself or with a collaborator. Real-time updates when a collaborator makes changes keep everyone in sync, every step of the way. We prioritize protecting your data at the highest level. This includes our guarantee that your data will never be utilized for training, safeguarding your clients' confidentiality, and setting a new standard of security.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
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Audience
Anyone searching for a solution to organize, rename, summarize, and extract key data from documents
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFutureVault
Canada
www.futurevault.com
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Company InformationFormally
Founded: 2018
magicdocuments.ai/
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Categories |
Categories |
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Document Management Features
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
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Integrations
Active Directory
Docusign
Salesforce
Yodlee
Zapier
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