FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
FutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation and extracts critical data via LLMs and OCR, driving insights, intelligence, workflow, and engagement at scale.
Leverage private LLMs to query Vaults, summarize documents, extract critical data, deliver actionable insights, and more.
Augment your Enterprise AI Strategy with FutureVault.
Automate the secure distribution of documents to Clients, Advisors, and Head Office teams via APIs and Secure Bulk Upload workflows.
Deliver 1,000,000+ documents with FutureVault.
Improve enterprise-wide data security via Bank-Grade encryption while meeting regulatory data and document retention requirements.
FutureVault is SOC 2 Type II and PCI DSS compliant.
Scale back, middle, and front office workflow, and improve your digital client experience by connecting to best-of-breed partners and leveraging FutureVault APIs.
Leverage, build, and scale with FutureVault APIs.
Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties.
Experience the Client Life Management Vault™.
Streamline operational workflow and line of sight with enterprise-wide roles, permissions, and advisor-client grouping via APIs and Data Feeds.
Scale and support your enterprise model.
FutureVault’s Digital Vault and Intelligent Document Processing Platform helps enterprises and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients.
FutureVault’s Digital Vault Platform is the secure single source of truth for enterprise, line of business, professional, and client data, information, and documentation.
AI-Powered Digital Vaults for CIRO and FINRA-Regulated Dealers, and their Advisors.
Learn moreAI-Powered Digital Vaults for Enterprise Wealth Management Firms, Advisors, and Clients.
Learn moreAI-Powered Digital Vaults to drive Line of Business Connectivity and Deeper Primary Relationships.
Learn moreAI-Powered Digital Vaults to drive Line of Business Connectivity and Deeper Primary Relationships.
Learn moreStreamline the efficiencies of secure document handling and deliver across all lines of business and with clients.
Learn moreAUM OF PARTNER FIRMS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new Advisor-Client relationship paradigm with FutureVault
“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.”
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
