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Everyone claims to have a Digital Vault (which they don't)...

...But if simple storage and basic functionality solve your needs, then that's probably right for you.

And then there's FutureVault

The industry leader ofDigital Vaults

  • Augment your enterprise AI strategy
  • Drive actionable insights to the enterprise
  • Create instant nudges for Advisors and Clients
  • Streamline workflow and document automation
  • Deliver a client experience paradigm like never before
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FutureVault Dashboard
Head Office - Advisors - Clients Experience
Document-Preview-History-FutureVault
Client Folder View
Checklisting Status and Templates
FutureVault Dashboard
Head Office - Advisors - Clients Experience
Document-Preview-History-FutureVault
Client Folder View
Checklisting Status and Templates

Introducing Artificial Intelligence (AI) inside the leading Digital Vault Platform

Your AI strategy is only as good as the data (and documents) you have access to...

FutureVault leverages Artificial Intelligence and Private LLMs to help you scale your enterprise value with advisors and with clients to quickly summarize documents, extract keywords, extract expiration dates, provide contextualized action items, and more!

FutureVault Dashboard
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SINGLE SOURCE OF TRUTH

FutureVault helps firms scale enterprise service models and document-driven workflow while delighting end users and clients

Purpose-built for back, middle, and front office teams

Head Office - Advisors - Clients Experience

AUTOMATION

Streamline enterprise operations

Automate the secure distribution of enterprise, advisor, and critical client-facing documents via APIs and Secure Bulk Upload workflows.

Deliver 100,000+ documents with FutureVault.

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COMPLIANCE

Gain compliance oversight

Improve enterprise-wide data security via bank-grade encryption and meet regulatory data and document retention requirements.

SOC 2 Type II and PCI DSS compliant.

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Checklisting Status and Templates

ENGAGEMENT

Drive advisor-client engagement

Deliver more value to advisors and clients with a unique digital experience that drives collaboration and engagement with clients and the next-gen.

Experience the Client Life Management Vaultâ„¢

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Client Folder View

INTEGRATION

Connect to 7,000+ applications

Scale back, middle, and front office workflow, and improve your digital client experience by leveraging best-of-breed integrations.

Access FutureVault APIs on-demand.

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SOLUTIONS & PRODUCTS

Enterprise solutions built for compliance, transformation, operations, and client-facing teams.

FutureVault’s Digital Vault Platform helps enterprise firms and institutions overcome document handling and workflow challenges.

Client Life Management

Deliver more value and drive engagement with families (and the next generation) via the Client Life Management Vaultâ„¢.

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AI-Powered Vaults

Leverage FutureVault's AI to summarize documents, extract keywords, extract expiration dates, provide contextualized action items and more!

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Data Extraction Workflow

Extract structured and unstructured data to power your workflow and enterprise-wide intelligence.

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Data & Document Dashboarding

Drive more engagement and create meaningful conversations by leveraging actionable insights and analytics from our platform.​

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Secure Document Exchange

Securely request, receive, distribute, and exchange critical documents across your organization, and with clients.

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Compliance & Data Security

Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations by the SEC, FINRA, CIRO, and more.

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WHO WE WORK WITH

Delivering solutions to help organizations and industries scale.

FutureVault’s Digital Vault Platform is the secure single source of truth for enterprise, line of business, professional, and client data, information, and documentation.

Investment Dealers

Improve enterprise value and scale operational and compliance output across back and front offices.

RIAs & Advisors

Enable wealth management firms, advisors, and staff with the ultimate Vault solution.

Family Offices

Securely manage information, data, and documents across multiple entities at scale.

Banks and Credit Unions

Enabling Client Centricity and Connectivity across Lines of Business, at scale.

Insurance Companies

Streamline the efficiencies of secure document handling and deliver across all lines of business and with clients.

Accounting Firms

Streamline the collection, retrieval, and management of critical tax documentation and client files.

BY THE NUMBERS

Committed to helping great organizations do more

$600B+

AUM OF PARTNER FIRMS

150,000+

CLIENT VAULT ACCOUNTS

4,000+

PARTNER PROFESSIONALS

Every institution, firm, advisor, and client should have and be using FutureVault.

Robert Madej, Founder & CEO
PureFacts Financial Solutions

Ready to see and learn more?

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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 compliance. 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 (CI Financial)

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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PLATFORM

SOLUTIONS

RESOURCES

GUIDES

COMPANY

CONTACT US

154 University Ave, Suite 601
Toronto, ON, M5H 3Y9
1-844-538-2858

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