FutureVault Launches AI Advisor Insights Engine, Turning Client Documents into Real-Time Intelligence and Automated Advisor Actions
FutureVault Lands B2B Enterprise Sales Veteran Steve Livingstone as Executive Vice President of Global Sales
Young Mi Han Joins FutureVault as VP, Sales and Business Development to Accelerate U.S. Growth and Enterprise Relationships
FutureVault Recognized for 4th Consecutive Year as Excellence Awardee for WealthTech Service Provider of the Year
Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
Frequently Asked Questions
A Digital Vault is the virtual equivalent of a safety deposit box to store critical documents, data, and information. Digital Vaults are quickly becoming a must-have technology in equipping institutions, firms, and professionals with structure, security, and efficiency to streamline and automate document-driven processes, and deliver tremendous value to clients.
Is FutureVault secure and compliant?
FutureVault adheres to world-class cybersecurity protocols, including bank-grade encryption in-transit and at-rest. We proudly maintain SOC 2 Type II and PCI DSS certifications, giving your organization peace of mind in knowing that your enterprise, advisor, and client data and documents are kept safe and secure.
What types of organizations and firms do you work with?
FutureVault is recognized as an industry leader in the financial services and wealth management industry. We proudly work with Broker-Dealers, independent advisory firms and Registered Investment Advisors (RIAs), Single and Multi-Family Offices, Insurance Distributors, Accounting Firms, Credit Unions, and Banks.
Can FutureVault automate the delivery of critical documents?
FutureVault can provide massive admin, back-office, and front-office efficiency by automating the secure delivery of critical documents including client statements, account opening documentation, tax documents, portfolio-related reports, and more via tight integration, Open APIs, and secure bulk uploads.
Can this be used as a client portal?
Yes, FutureVault can be delivered as a stand-alone client portal to manage and access client information and documents. Our platform can also be tightly integrated into your existing advisor and client portals via Single-Sign-On (SSO) integration.
Do you have Open APIs?
FutureVault has public RESTful APIs that can be accessed and consumed upon request. We can provide your technical resources with FutureVault for Developers access, API documentation (including postman collections), and a developer sandbox portal to test and experiment APIs before publishing.