Zoho Docs

zoho.com

Online file management for teams and individuals. Bring your team to a secure and collaborative workspace where everything is available to everyone in real time. Create, collaborate, and get work done, securely.

OpenText

opentext.com

OpenText Corporation (also written opentext) is a Canadian company that develops and sells enterprise information management (EIM) software.OpenText, headquartered in Waterloo, Ontario, Canada, is Canada's largest software company as of 2014 and recognized as one of Canada's top 100 employers 2016 by Mediacorp Canada Inc.OpenText software applications manage content or unstructured data for large companies, government agencies, and professional service firms. OpenText aims its products at addressing information management requirements, including management of large volumes of content, compliance with regulatory requirements, and mobile and online experience management.OpenText employs over 14,000 people worldwide and is a publicly traded company, listed on the NASDAQ (OTEX) and the Toronto Stock Exchange (OTEX).

Redtail

redtailtechnology.com

Redtail is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Copilot

copilot.com

Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.

Laserfiche

laserfiche.com

Laserfiche is the leading SaaS provider of enterprise content management (ECM) and business process automation. Through powerful workflows, electronic forms, document management and analytics, Laserfiche accelerates how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses.

Concord

concordnow.com

Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money. Over 500,000+ companies trust Concord with their contracts. With Concord, you can: * Draft, negotiate, sign, and manage every contract across your organization — all in one place * Work the way you want — on Concord, Word, or Google Docs -Collaborate with everyone — your teams, customers, and vendors * Get started in minutes, not months Key features that Concord offers: * Conditional approval workflows so that every contract is reviewed by the right person (and only that person) * Private comments and versioning for more effective contract negotiations * Clause library for all pre-approved clauses, to add to contracts as-needed * Templates to streamline the contract drafting process * Unlimited, free e-signatures * Unlimited contracts

Revver

revverdocs.com

Revver, formerly known as eFileCabinet, is the pioneer of solutions that help companies digitize and automate their document-dependent work. The company’s award-winning and category-redefining platform, also called Revver, transforms document-dependent work from a burdensome task to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers teams to efficiently and effectively handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how businesses deal with paperwork. Revver can recognize any document type, so when they’re scanned or uploaded, the system knows what to name it and where to file it. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers your team to handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how your business deals with paperwork. Revver can recognize any document type, so when you scan or upload it, the system knows what to name it and where to file it, and can retrieves it in an instant, so you don't have to deal with the setbacks of lost or misplaced documents. Share documents with coworkers and clients alike with encryption-backed file sharing and complete documemnt tasks with Revver's native eSignature and one-click approvals. Coupled with intuitive automation and compliance tools, and Revver is one of the most comprehensive, all-in-one business applications on the market. Additionally, Revver's award-winning support helps you with your software implementation every step of the way, so you can get the most out of your document management solution.

Litera

litera.com

Litera has been at the forefront of legal technology for 25+ years. As a global leader in workflow, AI-powered due diligence review and analysis, collaboration, and data management solutions, Litera provides legal teams with streamlined technology for creating, analyzing, and managing their documents, deals, cases, and data. Litera’s solutions help law firms and legal teams around the world to work more efficiently, accurately, and competitively, and to provide their clients with usable and actionable information.

PIQNIC

piqnic.com

PIQNIC connects people, information and workflow, in one smart platform. Most apps do one thing, and the best ones do that one thing well, but businesses are overloaded with too many apps. It creates chaos and confusion soon follows. PIQNIC brings the best of document management, task management, collaboration and workflow together. Where information is easily accessible and files never get lost. Where communication, ideas, tasks and workflow happen in harmony without endless meetings, emails and distractions. See documents, tasks and progress in a single easy platform. Where automation makes working smarter so much easier. Team Collaboration, Task Management and Document Management simplified!

Document Logistix

document-logistix.com

Document Logistix is a document management software provider that helps to eliminate the use of paper and automate digital workflows to improve business processes. Their in-house development team have been innovators in digitisation for 25 years. They help organisations to enhance current systems or achieve digital transformation from scratch to increase productivity and (post Covid) to ensure business continuity. Document management technology has risen in strategic importance as a critical component of any business and is no longer only a source of cost efficiencies. They provide their scalable document management software to an ever-expanding range of SME and blue-chip clients around the world. Their flexible platform helps organisations to manage the full life-cycle of documents and data from capture and indexing, through workflows with thresholds and alerts, to auto-retention and deletion that ensure regulatory compliance. If required, they can migrate legacy paper records in their in-house scanning bureau to help organisations to centralise records quickly. Thereafter, integration with your organisation’s current systems is crucial to deliver a collection of individual services, such as document ingestion, access controls, search, and publishing features. This new breed of content services can contain a set of microservices as an integrated suite, or with common repositories, to accommodate different user types in your organisation. Their software powers the operations of many high-document volume businesses, including major logistics companies, retailers, legal and insurance firms, charities, tourist organisations, government departments and law enforcement agencies. Their office in the USA works closely with District Attorneys, energy companies and manufacturers. Document Logistix is committed to understanding your business and its needs in order to provide the best document management solution, and ensure a demonstrable ROI on your investment.

Anvil

anvil.works

Anvil is a platform for building full-stack web apps with nothing but Python. No need to wrestle with JS, HTML, CSS, Python, SQL and all their frameworks – just build it all in Python.

DocuWare

start.docuware.com

Work smarter: anywhere, anytime by simplifying work in a world of complex information through digitizing, automating and transforming your key business processes. DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Its cloud and on-premises products are a recognized best-fit solution for companies seeking to digitize, automate and transform key processes.

Redactable

redactable.com

Redactable is a cloud-based document redaction tool that helps organizations efficiently and securely remove sensitive information from PDF documents and other file types. This AI-powered solution streamlines the redaction process, offering significant time savings and enhanced data protection compared to traditional manual methods. Designed for businesses, legal firms, government agencies, and any organization handling sensitive documents, Redactable addresses the challenges associated with conventional redaction techniques. It eliminates the risks of incomplete redaction often encountered with manual methods like using markers or basic PDF editing tools, which can leave sensitive data vulnerable to exposure. Redactable addresses two critical issues often overlooked in manual redaction processes. First, it solves the problem of incomplete data removal that occurs when using PDF markup software to place black boxes over sensitive information – a method that doesn't actually delete the underlying data. Second, while some PDF software allows for editing document content, they often neglect metadata removal. Redactable ensures both the visible content and hidden metadata are comprehensively redacted, providing a complete solution for document security. Key features of Redactable include: * AI-powered automated redaction for quick and accurate identification of sensitive information * Permanent redaction that ensures complete removal of sensitive data, unlike surface-level black box overlays * OCR technology for redacting scanned documents and image-based PDFs * Guaranteed metadata removal to prevent inadvertent data leaks * Integration with popular cloud storage services like Box and OneDrive for seamless workflow Redactable offers significant advantages over traditional redaction methods: 1. Time Efficiency: Users report up to 98% time savings compared to manual redaction processes, making it substantially faster than Adobe or other PDF editors. 2. Enhanced Security: Unlike manual redaction methods such as markers, or black boxes in pdf markup software, which can be reversed or seen through, Redactable provides permanent, irreversible redaction of sensitive information. 3. Compliance and Auditability: The platform generates redaction certificates, creating a clear audit trail of all redactions performed – a crucial feature for organizations subject to regulatory compliance. 4. Accessibility: As a browser-based solution, Redactable can be accessed from any device with an internet connection, eliminating the need for specialized software installation. 5. Versatility: The tool can handle various document types, including scanned documents, thanks to its built-in OCR capabilities. Organizations using Redactable can efficiently manage large-scale redaction projects, maintain document confidentiality, and ensure compliance with data protection regulations. Whether redacting a single PDF document or processing bulk files, Redactable provides a user-friendly interface that simplifies the entire redaction workflow. By automating the redaction process, Redactable not only saves time but also minimizes the risk of human error, providing a more reliable solution for protecting sensitive information in documents. This makes it an invaluable tool for industries dealing with confidential data, such as legal, healthcare, finance, and government sectors.

Genius PDF

gpdf.cloud

Genius PDF is an advanced AI-powered document assistant that revolutionizes PDF analysis. Enhance your productivity, unlock insights, and collaborate effortlessly.

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Klyck.io

klyck.io

Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Use your content in custom pages that you tailor for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it.

SlideHub

slidehub.io

SlideHub provides ambitious professionals: - A central slide (and document) library that makes it easy to find the right slides - The world's fastest on-demand PowerPoint design service - Customer-obsessed customer success and implementation support SlideHub has been serving a growing number of advisory businesses and B2B organizations across the globe since 2016. As of 2024, SlideHub employs 40+ full-time professionals across offices in Denmark, Portugal, and Mexico.

Kivo

kivo.io

Kivo is a compliant document, content, and process management platform specifically tailored to the life science industry. Kivo offers Document Management (DMS), electronic Trial Master File (eTMF), Regulatory Information Management (RIM) and Quality Management (QMS) solutions, as well as ICH templates. Kivo's customers include sponsors of pharmaceutical, biologic, or other therapeutic products, medical device products, as well as consultants and service partners. Kivo is a Software-as-a-Service - meaning we charge a subscription fee for access to the platform. The services we provide include implementation, setup, maintenance, continuous validation, training, and more. Kivo is stored entirely in the cloud, meaning there is no on-premises component. Kivo requires no IT to deploy.

AODocs

aodocs.com

AODocs is an AI-driven content services platform designed to streamline document management and content processes. Born in the cloud, this platform offers agility and scalability, making it adaptable to the evolving needs of businesses. It also boasts easy integration with existing systems, enhancing workflow efficiency.With AODocs, organizations can automate their document processes using generative AI. This means that critical documents can be controlled, organizational processes can be managed, and content can be turned into structured data, all without manual intervention. This automation capability helps save time and eliminates the potential for human error.AODocs caters to various industries and departments. By focusing on industry-specific needs, such as life sciences, financial services, government, and manufacturing, it ensures tailored solutions. Additionally, it offers department-specific functionalities, including human resources, legal, accounting, accounts payable, and IT.The platform provides a range of additional resources to support users, such as integrations with other tools, a pricing guide, customer reviews, success stories, and a resource library. A comprehensive security center ensures data protection, and technical support guidelines are available for assistance.AODocs offers professional services for more personalized support and a video center for visual learning. A knowledge base and a status page are accessible for users to find relevant information and updates. The company's website provides more details about the company, its partners, careers, and contact information.In summary, AODocs provides an AI-driven document management and content services platform that enables businesses to automate processes, enhance efficiency, and organize their documents effectively.

EisenVault

eisenvault.com

With process efficiency measures taken by the new Indian government and with increasing acceptance of technology among small & medium enterprises (SMEs), the time is ripe for digital document management systems. EisenVault aims to capitalise on these positive macro-economic conditions and gain marketshare among the SMEs of India (and beyond) by offering a highly usable offering with zero installation and maintenance hassles. EisenVault is a Nasscom 10K startup. They started as a Records Management company in 2014. They have quickly evolved to suit market needs and continue to innovate at lightning speed. They are agile, highly professional and a great place to work. The co-founders have extensive experience working with large multinationals in document management and have studied at the World's best universities. EisenVault is headquartered in New Delhi, India. They have technical resources spread across the globe, with people working for us in Europe and Australia.

FirstHR

firsthr.app

FirstHR is the brand new all-in-one HR platform that will unite all HR processes from hiring to firing in one interface so you can create an ultimate dream team because only such teams achieve the impossible and change the world. FirstHR is primarily focused on small businesses and recruiting agencies. The main focus of FirstHR is the selection and development of a team with a pinch of artificial intelligence. The platform interface is clear to everyone, so you can use the platform without special training. FirstHR aims to achieve maximum digitalisation and efficiency of HR processes. The platform improves the quality of personnel selection, simplifies HR processes, identifies the best employees, and identifies problems in the team. The ultimate goal of the platform is to significantly reduce time and financial costs for HR. The platform solves a whole range of HR problems that are especially typical for small businesses. These problems include unsuccessful recruitment, ineffective use of employee time, insufficient employee feedback, and limited employee access to important HR information.

Redmap

redmap.com

Redmap is a privately owned Australian organisation founded in 1996. With operations in 4 countries and a customer base in excess of 30,000 businesses, Redmap is extremely well established as Document Management experts. Redmap develops OEM software for some of the largest technology businesses in the world. Complemented by specialist industry alliances Redmap is dedicated to solving your document automation challenges. The offerings are focused on two primary business requirements: ** Document Automation. Many business processes, such as Accounts Payable and Accounts Receivable, rely heavily on the manual keying of data from paper documents. As document automation experts, we have proven methodologies to improve these business processes. With Redmap's smartSolutions, the once manual process of receiving, approving, coding and filing of finance documents, in many cases now simply requires the document to be scanned. ** Document Archiving. Organisations realise that storing paper in filing cabinets for long-term retention is no longer a viable business practice. Redmap's archiving tool allows users to scan the paper document or import emails or other electronic documents. These documents are then accessible via the web and searchable by the keywords (added during filing) or any word within the document.

Therefore

therefore.net

Therefore™ information solutions provides clients with a more practical, efficient way to store and retrieve information, to streamline and manage business workflows, and to analyze and optimize internal and external metrics and KPIs. Therefore™ software helps clients cut costs, grow profits and revenues, and increase customer satisfaction and employee productivity. Therefore is a Canon Solution provider.

Access Unify

accesscorp.com

Access Unify is how you support the management of hybrid paper and digital environments. You can eliminate redundancies and streamline collaboration across your organization, no matter where everyone is working. With a flat-rate monthly fee, you can predict and manage your costs.Leading-edge technology. World-class services. The beginning of your digital transformation journey.

docutize.ai

docutize.ai

docutize.ai is an AI, GPT & OCR powered Cloud-based Data Extraction solution helping Businesses Capture, Validate and Organize Tabular and Text Data from any Business Document.

Cognidox

cognidox.com

Cognidox is an affordable document management and eQMS platform that streamlines product development for scaling medical device and high-tech companies. Cognidox offers products that you can use for internal and/or external document control.For an internal solution that is on-premise / behind your firewall Cognidox offers the CogniDox DMS option. For a private cloud-based document management solution for internal documents then CDOX is the option. If you want to publish documents to an external audience then the XtraNet managed customer portal option is the product to consider. Cognidox's products have two main differentiators: 1. Because Cognidox focus on High Tech product development, CogniDox DMS is integrated with many other software tools used in that sector 2. Access to content is controlled by their proven XtraNet licensing engine, which gives maximum control over content publication, visibility and entitlement

Doc.ECM

doc-series.ch

You have access to all documents at all times and therefore to all the knowledge of your company. Doc.ECM is the solution containing all of your documents. It replaces your filing cabinets, your hanging files, and therefore all of the company's papers. It manages, stores and archives the content of your company directories and shares, also including the entire e-mail part. Thanks to Doc.ECM, you can organize, process, share and find all the content vital to your business from a user-friendly, simple, modern and ergonomic interface from your workstation or tablet. Doc.ECM adapts to the needs and scale of your business. Whether it is made up of three people or several hundred users, the solution is intended to be scalable and will allow you to support you in the life and growth of your organization. Its simplicity of implementation will allow you, for example, to start in a department to experiment with the use of the system and then deploy it throughout the company.

Facilitr

facilitr.com

Facilitr is a SaaS solution that simplifies the capture, organization and management of all documents associated with facilities. It makes them smart, so they alert facilities teams to events and expirations. Facilitr is the first comprehensive solution built from the ground up for managing facilities documents. It provides easy-to-use ways, including a mobile app, to scan and capture photographs, permits, plans and documents; a method for tagging each document to make it easily findable by facility, type, date and exception; and analytics and push notifications to ensure customers understand and can act on facilities-related issues. Facilitr supports teams at thousands of facilities in North America.

isoTracker

isotracker.com

isoTracker Solutions Ltd is one of the leading suppliers of quality management software solutions powered by the isoTracker QMS software platform. The company provides a wide range of solutions, including Document Control, Complaints Management, Audits, Non-Conformance Management, Training, CAPA, Risk Management and more..., helping organizations manage and control all areas covered by ISO 9001, ISO 14001 & ISO 45001. Through integrated cloud-based solutions that can easily be set up and run within a few minutes, isoTracker Solutions provides organizations of all sizes and industries with easy-to-use and affordable quality management solutions. Core benefits of the isoTracker software include: • User-friendly software solutions that requires little training • Affordable solutions that ensure a quick return on investment • Reliable and secure systems using a centralized repository that is accessible from any location • Comprehensive product range that incorporates all aspects of quality management • Intuitive system that facilitates the process of continuous improvement In addition, isoTracker Solutions Ltd is partnering on a global basis with an increasing number of quality assurance consultants that has the objective of increasing the geographical availability of its isoTracker product offering.

Summize

summize.com

Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technologies that you (and your business) already know and use daily, including Teams, Slack and Word. This unique approach enables greater user adoption, faster contract cycles, measurable efficiencies, and mitigated risk. Now, in-house legal teams can instantly bring to life the contents of a contract with AI-powered metadata summaries, saving hours in manual review time. Comprehensive analytics and centralised repository provide all the insight to make informed decisions. It’s CLM with a difference.

Notarly

notarly.fr

Notarly is the first activity management platform intended for creative notaries and their collaborators. Manage your study activity with peace of mind. Save time. And refocus on the essentials.

Paperless Online

paperlessonline.com

Paperless Online is a comprehensive document management and CRM solution designed to help small and medium-sized businesses transition to a paperless environment. The platform streamlines the management of documents, contacts, and workflows, enhancing efficiency and organization within teams.

Solix ECS

solix.com

Solix ECS is a fully managed cloud content platform designed to help businesses store, organize, govern and share enterprise content securely. With Solix ECS, organizations can now enable cloud based - employee file storage and sharing - enterprise file archive for every department and application - governed cloud repository for content driven applications and much more at an incredible price as low as $0.24/GB (all features and unlimited users) ECS also makes file management and collaboration easy with secure sharing, collections, comments, tags, annotations, watermarks, and redactions and a powerful file viewer. Additionally, ECS empowers IT and governance teams to efficiently manage petabytes of unstructured content with advanced features such as content management, progressive retention, progressive legal hold, progressive classification, audit reports, encryption, redaction, versioning and user management.

TenForce

tenforce.com

TenForce is a dynamic company with a very specific mission: to deliver cutting-edge software products in a pragmatic way. They are experts in semantic technology, machine learning, and big data with broad experience in digitizing business processes. Combining the two sides, they add a layer of cognitive capabilities to their products to augment their customers'​ intelligence and efficiency by a factor (or force) 10.

TurboDocx

turbodocx.com

TurboDocx is a comprehensive platform that automates the generation of business documents and slide decks, helping organizations streamline content creation and maintain consistency across all deliverables. Whether it’s creating proposals, reports, statements of work, or presentations, TurboDocx allows users to efficiently generate materials from customizable templates, integrating seamlessly into existing workflows through robust API and SDK support. On the AI side, TurboDocx takes automation to the next level by using AI to intelligently extract relevant content from various data sources and apply brand-specific styles. The platform ensures that documents not only convey the right information but also stay aligned with your brand’s visual guidelines. TurboDocx AI analyzes your content, organizes it within pre-defined templates, and formats it according to your specific brand rules, from fonts and colors to overall design structure. This reduces manual input, eliminates errors, and ensures that all generated documents maintain a consistent, professional look while keeping your brand identity intact.

DocPlace

docplace.io

DocPlace - Making your documents intelligent with AI! DocPlace is the pioneering document management platform using AI to transform how companies handle their data. Here's why you should join us: Opportunity: * AI indexing and intelligent process automation ensure dynamic creation of smart documents, improving efficiency. * Forms creation with eSignature streamlines workflows. * Holistic cloud-based solution facilitates seamless collaboration and ensures security with Microsoft Azure integration. * Sustainability focus promotes carbon reduction and reduces dependence on physical storage. Market Size: The Document Management Systems Market is estimated to reach $14.82 billion by 2029, driven by increased workplace efficiency needs. Customer Segment: DocPlace simplifies document sharing, storage, and security for businesses of all sizes. Competition: DocPlace leads with AI Data Capture, Dynamic Folder Creation, and Microsoft Azure Government integration, eliminating the need for multiple platforms. Why Choose DocPlace? * DocPlace addresses challenges like data security, integration complexity, scalability, and compliance, ensuring seamless document management. * Its innovative features, user-friendly interface, and robust security measures set us apart from the competition. * With customizable pricing plans tailored to different business needs, DocPlace ensures accessibility and affordability for all users.

FutureVault

futurevault.com

Intelligent Digital Vault Solutions for Future-Ready Firms. 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. FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider. * Featured FutureVault Use Cases (Below): Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money. * Deliver a unique digital client experience: Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents. * Automatically deliver documents to clients: Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs. * Securely exchange and receive documents: Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators. * Automate and improve eSignature workflows: Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. * Meet books and records compliance: Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. * Reduce and eliminate paper (work): Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.

Papervee HR

papervee.com

Papervee is a cloud-based human resources solution that helps streamline tasks such as time tracking, leave management, and document organization. The solution centralizes HR workflows like scheduling, remote work, overtime tracking, and more. It also automates employment contract generation, recruitment, and project time tracking.

Iron Mountain

ironmountain.com

Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 85 million square feet across more than 1,400 facilities in over 50 countries, Iron Mountain stores and protects billions of valued assets, including critical business information, highly sensitive data, and cultural and historical artifacts.

TeamSlide

teamsli.de

TeamSlide is a slide search and library solution with a PowerPoint add-in. Access all of your slides, images, and videos without ever leaving PowerPoint. TeamSlide checks your presentations for version control, prompting you when there are out-of-date slides. Seamlessly connect TeamSlide to SharePoint, Box, OneDrive, Google Drive, or any other content management system. Maximize the value of your content and build better presentations through TeamSlide's slide library capabilities.

Digify

digify.com

Digify allows companies to protect and keep control of confidential documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file tracking, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.

Senior Sign

seniorsign.com

Senior Sign is the eSign solution developed specifically for senior living to eliminate the pains of move-in paperwork. Electronic signatures, online fax, workflow management, version control, compliance tracking and document repository means your next move-in will be a breeze. Full-time customer support, onboarding, training and document set-up means you will always get the most out of the product.

Appfire

appfire.com

Appfire is the leading global provider of software that enhances, extends, and connects the world's leading platforms to make work flow any way teams want to work, from planning to product ideation, product development, project delivery, and beyond. Appfire increases the value of platforms such as Atlassian, Microsoft, monday.com, and Salesforce, enabling teams to thrive and do their best work together. With more than one million users, Appfire's popular solutions are helping teams with Enterprise Collaboration, DevOps, Workflow & Automation, Product Portfolio Management, IT Service Management (ITSM), Document Management, Business Intelligence and Reporting, Administrative Tools, Agile Tools, Developer Tools, Time Tracking, Publishing, and Integrations. Appfire has been selling its popular software products on the Atlassian Marketplace since it first launched in 2012, and today Appfire has the most widely adopted portfolio of Atlassian apps across tens of thousands of customers worldwide.

IBM

ibm.com

IBM Cognos Analytics acts as your trusted co-pilot for business with the aim of making you smarter, faster, and more confident in your data-driven decisions. IBM Cognos Analytics gives every user — whether data scientist, business analyst or non-IT specialist — more power to perform relevant analysis in a way that ties back to organizational objectives. It shortens each user’s journey from simple to sophisticated analytics, allowing them to harness data to explore the unknown, identify new relationships, get a deeper understanding of outcomes and challenge the status quo. Visualize, analyze and share actionable insights about your data with anyone in your organization with IBM Cognos Analytics.

Doccle

doccle.be

For every administrative process, there is a solution that integrates seamlessly with existing portals and the Doccle community. Start with simple payment requests or distribution of payslips and build up to an efficient, fully digital administration flow. And all this without large investments. Accelerate the digitisation of your administration. Automating the sending, payment and archiving of documents increases efficiency and dramatically reduces your fixed costs. Doccle allows you to reach all your target groups, be it B2C, B2B or government, via their preferred channel. Doccle handles distribution via an omnichannel approach where the recipient chooses the channel: Doccle app, Zoomit, Peppol, (secure) email or even paper. As a company, you don't have to worry about this. In addition, Doccle offers you numerous technologies that you can easily integrate into your existing processes to digitise your administration faster. This allows you to focus on your core business. And with more than 3 million end users, Doccle has the largest communication platform in Belgium.

Athento

athento.com

Athento is a versatile, powerful, and smart content platform that enables a truly digital workplace for businesses by integrating processes, documents, and data. And the best is you can do it yourself. Grow your digital transformation without the pain of complicated development projects and avoid digital obsolescence. There is no need for coding, to automate your business.

Docsmore

docsmore.com

Docsmore is a cloud based solution that allows users to easily and securely collect, manage, and report data from document transactions. With Docsmore, you get more out of your documents by the following: * FORM.FILL.SIGN - With Docsmore, the process of setting up a form and sending to users to complete or sign is simplified. Use our platform to easily upload a document, specify form fields/signage, and send to users for completion. Present forms to your users the most natural way possible - the actual document itself. * COLLABORATION - Share and Collaborate with multiple users in real time. Designate each field to a unique user for a powerful collaboration experience. * TRACK DOCUMENT - No more phone calls to your clients asking whether they have downloaded the form and read through it. With Docsmore, you get real time notifications as soon as the client opens the document. Track progress and status of all your documents via Docsmore's robust Dashboard functionality. * POWERFUL REPORTING - Docsmore comes with an impressive reporting tool. All data entered by your clients can be easily available for search purposes by simply turning on the feature. It can be controlled down to specific field in your document so you only make it report ready for the ones you need making it very powerful. * PDF FORMS - Docsmore recognizes most pdf form fields and preserves the fields names when you upload your document. You can continue using your favorite tool to create pdf document with form fields without fearing of loosing them when you upload to Docsmore. * BRANDING - Docsmore can be integrated right with your application making it look and feel as part of your own application or website. We offer dedicated server and static IP, making scaling the product a breeze.

Dokmee

dokmee.com

Dokmee is a secure, easy to use enterprise content management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries. Dokmee specializes in delivering integrated software solutions for the management, imaging, scanning, and collaboration of mission-critical business documents for enterprises around the globe. Headquartered in Houston, Texas, with locations worldwide, Dokmee offers a full suite of products, including Dokmee Capture – a fully automated data capture software; and Dokmee ECM – a feature-rich enterprise content management software. Dokmee Capture and Dokmee ECM are used by thousands of customers in more than 30 countries. Dokmee products have proven to be beneficial in managing vital business documentation across a variety of industries, including manufacturing, utilities, education, finance, accounting, legal, government, and healthcare. Some of the company’s leading clients include Siemens, Pfizer, Ikea, Ameritrade, Sony, and Toyota.

Conga

conga.com

Conga crushes complexity within an increasingly complex world. With their revenue lifecycle management solution, they transform your unique complexities for order configuration, execution, fulfillment, and contract renewal processes with a single critical insights data model that adapts to ever-changing business requirements and aligns the understanding and efforts of every team.   Their approach is grounded in the Conga Way, a framework of entrepreneurial spirit and achieving together to champion their 11,000+ customers. They are committed to their customers and to removing complexity in an increasingly complex world. Their solutions quickly adapt to changing business models so you can normalize your revenue operations. Conga has global operations across North America, Europe, and Asia.

PairSoft

pairsoft.com

Free your team from manual processes. PairSoft’s AP automation, procurement, and document management solutions elevate teams above routine, transactional work so they can drive strategy and make an impact. PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft Dynamics, Blackbaud, Oracle NetSuite, Oracle Financials, and Sage Intacct ERPs, among others. From procure-to-pay to fundraising and document management, their automation solutions have been tailored over two decades to boost financial teams to the top of your industries.

Docusoft

docusoft.net

Docusoft is a state of the art electronic documentation and records management system. It facilitates the storing and management of all sorts of information i.e. Scanned images, Ms Office files, PDF’s, E-mails and attachments. Files stored through Docusoft are secure and easy to manipulate as Docusoft maintains a strong user access control and advanced file sorting algorithms. File searching and distribution can be managed with ease by Docusoft's workflow system. The System contains specialised templates which can be personalised to precise requirements and rapidly deployed. The System has a user friendly interface which allows straightforward interaction among management and team members. The work flow module supports internal processing while audit trial module supports time and fees. Easy to use and easy to implement - Docusoft Document Management really does deliver significant business benefits.

Mango Practice Management

mangopractice.com

Mango Practice Management (formerly ImagineTime, Inc.) has been providing innovative and affordable time and billing software since 1998. At the request of their clients, they expanded their software to include add-on modules for due date tracking, document management, calendar and client relationship management, and integration with QuickBooks and tax software. Their focus is on the small business marketplace and their approach is let the customer pick which mix of modules is appropriate for their firm. As a firm grows their client base and expands their services, ImagineTime is still the perfect fit due to the ease and low cost of adding on modules. Their corporate mission is to help you imagine and realize the time and money you can save through efficient practice management. Their software is designed to be easy to use yet powerful enough for even the most demanding environments. They care about your success, and they are driven to provide world class solutions to today's practice management challenges.

Appward

appward.com

Software companies don’t understand your business. From one group you get a rigid solution that requires expensive and time-consuming implementation. From the other you get a hodgepodge of disconnected applications. They feel your pain. Appward delivers a smart set of over 80 apps in a blazing-fast private workspace that helps you manage and improve every function in your organization, including ERP, CRM, project management, communications, employee management, operations, quality, manufacturing and supply chain.