pVaultPaperless Environments
|
||||||
Related Products
|
||||||
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.
|
About
Keeping track of spreadsheets, records, receipts and other important documentation is inevitable. Storing them all as physical sheets of paper isn't. pVault® is your homebase for all Paperless Environments® document management software solutions. All electronic business records that are created or received during normal business workflow can be captured and indexed into pVault® for fast, easy, multi-user access and distribution. pVault® makes it easy and efficient for your employees, clients, and subcontractors to gather documents in a multitude of ways. Securely manage your documents and give access at the level you decide. Easily retrieve the information you need for the annual audit, sales tax audit, or occasional legal issue. Route documents electronically for collaboration and approval. Automate the lifecycle of your documents based upon the rules your business requires.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
|
Audience
Companies searching for a solution to manage and improve their operations
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFutureVault
Canada
www.futurevault.com
|
Company InformationPaperless Environments
Founded: 2005
Baton Rouge, LA
paperlessenvironments.com/products/pvault/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
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
|
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
|
|||||
Integrations
Active Directory
Docusign
Salesforce
Yodlee
Zapier
|
||||||
|
|
|