The #1 Digital Vault Helping Modern Firms Scale.

FutureVault’s industry-leading Digital Vault equips financial services organizations with secure document exchange tools to improve productivity and compliance across front, middle, and back office teams.

FutureVault Digital Vault Platform - Deliver Client Satements
FutureVault Digital Vault Platform - Deliver Client Satements

Trusted by Institutions, Professionals & Clients Everywhere

BUILT FOR FRONT, MIDDLE, AND BACK-OFFICE FUNCTIONS

The Most Trusted Digital Vault Platform

Our platform directly connects all levels of stakeholders together, supercharging the way back and front offices operate to provide an unrivaled client and member experience.

FutureVault - Head Office and Admin

Back Office & Admin

FutureVault - Advisors and Professionals

Front Office & Advisors

FutureVault - Clients and Households

Clients & Households

FutureVault Digital Vault Platform - Bulk Upload Documents

MANAGING CLIENT DOCUMENTS

Easily manage & share client documents.

Save significant time and money by improving the way you deliver statements and documents to your clients in a secure, easy-to-use Digital Vault.

FutureVault SOC 2 Type II

MANAGING SECURITY & COMPLIANCE

Improve compliance & audit readiness.

Significantly improve compliance across your organization with end-to-end encryption and best-in-class security tools while reducing audit readiness cycles.

FutureVault SOC 2 Type II
FutureVault Digital Vault Platform - Distributing Documents

MANAGING CORPORATE DOCUMENTS

Improve corporate governance & standards.

Improve security, compliance, and efficiency by easily managing all front, middle, and back-office documents in one central location.

DocuSign Integration and Esignature Workflows

ONBOARDING NEW CLIENTS

Streamline & automate new client onboarding.

We'll help your back and front offices save significant time and money by automating and improving new client onboarding with integrations and advanced features.

DocuSign Integration and Esignature Workflows
Data Residency and Redundancy

DIGITIZING YOUR PROCESSES

Eliminate paper processes & costs.

Expensive, time-consuming, environmentally unfriendly, noncompliant, unorganized... Yes, we're talking about paper. Save significant time and money while improving compliance and ESG by eliminating paper once and for all.

THE LEADER IN DIGITAL VAULTS

Built for Organizations and Professionals Everywhere

CLIENT REVIEWS & TESTIMONIALS

What Clients Are Saying About FutureVault

Christopher Enright - Aligned Capital Partners
5/5

The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, Aligned Capital Partners

Daniel Farmer - Board Member - FigTree
5/5

FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.

Daniel Farmer

Chairman & CEO, FigTree Financial

Daniel Farmer - Board Member - FigTree
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