DIGITAL VAULTS + DOCUMENT INTELLIGENCE
Some of the most reputable institutions and firms
run on FutureVault.
The real cost of documents
in the wrong place.
Scattered documents aren’t just inefficient. They’re how fraud gets in, how breaches get expensive, how regulators find gaps and how families walk away.
One platform. Three layers. Zero gaps.
Start with the vault. Add delivery, governance and AI as you grow, all on one platform.
A vault your clients will actually use.
Every document, every request and every insight for a household, in one branded place.
- 1Custodial documents, deliveredStatements, reports and 1099s filed to every client vault automatically.
- 2Onboarding and account openingCollect, sign and file new-account paperwork in one guided workflow.
- 3Bi-directional exchangeBest-in-class secure sharing and file requests, both ways, no email.
- 4Third-party collaborationCPAs, attorneys and family get exactly the access they need.
- 5Your branded vaultClients sign in to a vault carrying your brand on web, iOS and Android.
- 6Secure and compliantSOC 2 Type II examined, with a full audit trail.
Built for the firms that hold the most trust.
Results, not promises.
8.82/10The highest integration score in Client File Sharing.Ezra Group WealthTech Integration Score, rated Superior.
The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
Christopher EnrightExecutive Vice President, Co-Head of Wealth Canada, CI Financial Corp.Your stack. Connected. Your vault at the center.
Custodians, CRMs, eSignature, reporting and AI: 7,000+ apps and 1,000+ API endpoints.
FutureVault, in four answers.
What is FutureVault?
FutureVault is Intelligent Document Infrastructure for banking, financial services and insurance: AI-powered Digital Vaults, Intelligent Document Processing and an MCP and AI orchestration layer, trusted by 50+ enterprise partners and 1M+ client vaults.
What is a digital vault?
A secure, encrypted online home for important documents, the digital equivalent of a safety deposit box, with permissions and an audit trail on every action.
Who uses FutureVault?
Wealth management firms and RIAs, broker-dealers, CIRO investment dealers, banks, credit unions, insurers and family offices.
Is FutureVault secure?
FutureVault is SOC 2 Type II examined, with encryption in transit and at rest, MFA and a complete audit trail.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.