Intelligent Document Infrastructure and Digital Vaults for BFSI Enterprises
Client-Centric Digital Vaults, Intelligent Document Processing, and Automated Next-Best-Actions
AWARD-WINNING DIGITAL VAULT & DOCUMENT INTELLIGENCE PLATFORM
Scale your Enterprise Service Model while improving the way documents (and their data) are delivered, stored, accessed, and managed by harnessing EMBEDDED AI with the security, governance, and efficiency of a Digital Vault
FutureVault provides a Document Layer, Governance Layer, and Intelligence Layer (with MCP Connectivity) for back, middle, and front office teams
TRUSTED BY LEADING FIRMS AND INSTITUTIONS
INTELLIGENCE (AI/IDP)
AI-Powered Vaults
Leverage AI and private LLMs to query Vaults, summarize documents, extract document data, deliver actionable insights, and more.
Augment your Enterprise AI Strategy with FutureVault.
AUTOMATION
Streamline Enterprise Operations
Automate the secure distribution of documents to Clients, Advisors, and Head Office teams via APIs and Secure SFTP Bulk Upload workflows.
Automate Millions of documents with FutureVault.
COMPLIANCE
Gain Enterprise Governance
Improve enterprise-wide data security via Bank-Grade encryption and user controls while meeting data and document retention regulatory requirements.
FutureVault is SOC 2 Type II and PCI DSS compliant.
INTEGRATION
Connect to 7,000+ Applications
Scale back, middle, and front office workflow, and improve your digital client experience by connecting to best-of-breed partners and leveraging FutureVault APIs.
FutureVault offers 1,000+ API endpoints.
ENGAGEMENT
Drive Advisor-Client Engagement
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™.
STRUCTURE
Enterprise Tiering and Permissions
Streamline operational workflow and line of sight with enterprise-wide roles, user controls, permissions, and advisor-client grouping via APIs and Data Feeds.
Scale and support your enterprise model.
FUTUREVAULT MCP & AI ORCHESTRATION LAYER
Secure, Governed Access to Your Document Infrastructure and AI Tools
FutureVault MCP gives firms a secure, governed connection between AI tools like Claude and ChatGPT and their document infrastructure, without breaking permissions, governance, or data privacy controls.
SOLUTIONS & PRODUCTS
Enterprise solutions built for compliance, transformation, operations, and client-facing teams.
Overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients with FutureVault’s Digital Vault and Intelligent Document Processing Platform.
READY TO LEARN MORE?
ENTERPRISE-WIDE DASHBOARDING
Gain enterprise-wide line of sight and actionable insights across Enterprise, Line of Business, Advisor, and Client documents and Vault activity
WHO WE WORK WITH
Delivering solutions to help enterprise 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. Now, combined with our Intelligent Document Processing (IDP) engine, we're enabling organizations to extract critical data for documents at scale.
INVESTMENT DEALERS
AI-Powered Digital Vaults for CIRO and FINRA-Regulated Dealers, and their Advisors.
Learn moreADVISORY FIRMS
AI-Powered Digital Vaults for Enterprise Wealth Management Firms, Advisors, and Clients.
Learn moreBANKS
AI-Powered Digital Vaults to drive Line of Business Connectivity and Deeper Primary Relationships.
Learn moreCREDIT UNIONS
AI-Powered Digital Vaults to drive Line of Business Connectivity and Deeper Primary Relationships.
Learn moreINSURANCE FIRMS
Streamline the efficiencies of secure document handling and deliver across all lines of business and with clients.
Learn moreThe document infrastructure powering the industry's most trusted financial services enterprises.
AUM OF PARTNER FIRMS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
AUM 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.”
Christopher Enright
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
