- SOC2 Type I compliant
- PCI DSS compliant
- Proprietary security features
- Coinsquare successfully delivered 7 years of tax statements to 25,000 clients in under two weeks.
- Aligned Capital increased the efficiency of their practice by more than 30%.
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.
