CONTACT US
FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
CRM INTEGRATIONS
Connect and Integrate FutureVault With Leading CRMs
FutureVault integrates with leading CRMs like Salesforce, Dynamics, Maximizer and offers 1,000+ API endpoints.
CONNECT. AUTOMATE. SCALE. GROW.
Featured FutureVault CRM Integrations
CRM
Seamlessly access FutureVault from within Salesforce, SSO, push activity to Salesforce, and more.
CRM
A complete and seamless experience of FutureVault within Amplify Solutions' robust and turnkey CRM (built on Microsoft Dynamics).
CRM
A complete and seamless experience of FutureVault embedded within Microsoft Dynamics CRM for Advisors and Admin users.
DATA AGGREGATOR
Connect and integrate custodial data, information, and documents into Salesforce Financial Cloud with access to FutureVault.
CRM
A complete and seamless experience of FutureVault within Infinite's Melody turnkey CRM solution.
DATA AGGREGATOR
Automatically ingest and view Addepar reports from within Salesforce to bring all your documents into one spot.
BUILD WITH FUTUREVAULT APIs
Build with Flexibility and Drive Efficiency with FutureVault APIs.
Access 1,000+ API endpoints to authorize permission access, upload and view documents, extract critical document data from documents, scale workflow, and grow.
