Introducing the Personal Life Management Vault™
Bringing Massive Value to Your Clients and Changing the Paradigm of Document & Data Management.
Improve your client value proposition by delivering a personalized and enhanced digital client experience that gives your clients the efficiency of a personal life organizer combined with the peace of mind knowing their information and documents are kept safe and secure.
Your Clients Deserve the Best Experience . Why Not Give Them That?
With the Personal Life Management Vault™, you can deliver the ultimate client experience, driving more engagement with households and building generational trust.
Securely manage
everything in one place
Make it easy for your clients to manage their personal, business, and financial information, data, and documents within a secure single-source-of-truth.
Gaining peace of mind is priceless.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
Anytime, anywhere access
On the go or at home.
MYour clients (and family members) can access critical information and documents anytime, anywhere, 24-7 on their desktop, tablet, or mobile devices.
Family members and the next gen benefit massively.
Equip your clients with the ability to add multiple family members (spouses, parents, children) via entities to effectively manage their life’s most important documents.
Are You Ready to Take Your Digital Client Experience to the Future?
Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.
Jodi R., Wealth Advisory Operations Management
Unique Functionality Supported by
Patented Technology
We are proud to say that we have been successfully granted 3 U.S. Patents (with one pending) for innovative technology and features that our competitors try and emulate. Provide Vault permissions to Trusted Advisors.
Trusted Advisors (Collaborators) can easily (and securely) upload, access, and manage documents, folders, or sub-folders. Trusted Advisors can be family members, accountants, lawyers, external planners, and more.
- Improve efficiency during tax season
- Streamline internal and external audits
- Save time sending and sharing documents
US20220075807A1 (Systems and methods for sharing documents)
Dynamically manage & visualize Household Entities.
Effectively filter and dynamically view documentation, data, and information in real-time associated with the Entities created and managed by your clients.
- People (spouse, children, parents)
- Properties (principal, investment, recreational)
- Businesses (holding companies and LLCs)
AutoFile Engine to make filing suggestions.
Using Optical Character Recognition (OCR) to identify the type of document uploaded, the vault will suggest where to file it. This allows full text search throughout all documents and images, freeing up valuable time
- Improve efficiency during tax season
- Streamline internal and external audits
- Save time sending and sharing documents
US10884979B2 Automated document filing and processing methods and systems)
PERSONAL LIFE MANAGEMENT FEATURES
Additional Platform Functionality That Makes Managing Information Easier
Deliver the most advanced, intelligent, and secure personal life management and digital vault solution to the households and clients you work closely with.
- Secure File Sharing
- Intelligent Reminders
- Bank-Grade Security
- Advanced Search
- Inbound-Only Email
- Notification System
- Customized Structure
- Branded Mobile Apps
- Contact Tagging
- Activity Trails
- Integrations & APIs
- Automated Workflows
NOT ALL DIGITAL VAULTS ARE CREATED EQUAL
Why Should You Deliver This to Your Clients?
The Personal Life Management Vault™ creates massive opportunities for future-ready firms looking to build meaningful engagement with existing clients, deliver more value to the entire household, and engage with the next generation.
Deliver the ultimate
digital client experience.
Improve your competitive advantage by delivering the most unique and personalized client experience that eliminates multiple logins for your clients.
Gain massive time and cost savings.
With document workflow automation and Open APIs, your firm will gain a massive ROI by improving front and back-office operational and compliance efficiencies.
Deliver peace of mind with confidence.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
Gain more trust and credibility with your clients.
Win the hearts and minds of your clients and their family members (including their next gen) by delivering a fully branded, white-labeled experience.
Committed to helping great organizations do more .
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 value 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.)
