- Drive productivity & operational efficiencies
- Improve security, compliance management & audit cycles
- Deliver best-in-class client and member experiences
Learn how organizations like Aligned Capital Partners, Bailard, Mandeville, and Coinsquare transformed their document workflows and client experience.
- Automatically deliver statements in bulk
- Distribute different types of documents in seconds
- Keep all documents organized and easy to find
- SOC2 Type II compliant
- PCI DSS compliant
- Advanced, proprietary security features
- Keep important information and documents organized
- Easily upload thousands of historical documents in bulk
- Automatically distribute documents across your organization in seconds
- Automate new client processing
- Automatically distribute resources for new clients
- Easily gather information and documents using checklists
- Digitize all historical paper archives
- Eliminate the need for physical storage
- Automate manual, paper-driven processes
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.
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.
