From the new MCP & AI Orchestration Layer to Salesforce FSC integration, retention governance, and a faster, sharper mobile experience — here’s everything FutureVault shipped in Q1 2026 to help FIs and wealth management firms turn documents into intelligence.
90+ updates and new capabilities shipped, deployed, and now ready for you and your teams…
…All over the last few months here at FutureVault.
While our updates might have slowed down, our product velocity certainly hasn’t. Our team has been heads-down building the most capable Document Intelligence and Digital Vault platform on the market for FIs, wealth management firms, and enterprises.
Embedded AI with client insights and MCP connectivity that works at scale, deeper ecosystem integrations, a rebuilt mobile experience, and enterprise-grade controls that several of our Customer Partners have been asking for.
Continue scrolling to learn more about the latest and greatest from FutureVault.
If you’re interested in booking time with us to learn more and see any of the below in action, get in touch with us here.
Securely Connect to the Broader AI Ecosystem and Custom MCPs Across the Industry
FutureVault MCP gives AI tools secure, governed access to your Document Infrastructure. Below are the top MCP & AI Orchestration Layer highlights:
- Deliver Advisor and Client Insights
- Automate and Schedule Next-Best-Actions
- Securely Connect to the Growing AI Ecosystem
- Save Hundreds of Hours Across Your Teams
Learn more about FutureVault MCP here.
Advisor Insights Engine: Turn Documents into Powerful Intelligence
The Advisor Insights Engine surfaces meaningful insights directly from client documents and their underlying contextual data, giving advisors timely, actionable intelligence without manual review. Enterprise administrators retain full control, with insights fully customizable and configurable to match firm-specific policies and workflows.
Salesforce Integration: Fully Embedded Salesforce and Salesforce FSC Integration with Vault Insights + MCP Connectivity
Initiate vault workflows, view document activity, and access household-level vault insights, all directly within Salesforce and Salesforce FSC. A fully embedded integration that keeps advisors working where they already are, with no need to toggle between systems.
Other Notable Product Highlights: Beyond Document Management: Building Intelligent Document Infrastructure
Here’s what else is new and improved:
⚡ | PERFORMANCE & SCALE
8x Faster Document Ingestion: Built for Volume
Rebuilt upload pipeline now processes 100,000+ files in under an hour. Same workflows, dramatically less waiting.
🔌 | INTEGRATIONS & APIs
Addepar Integration (Phase 2): Reports Flow Automatically
OAuth is live. Addepar reports land in the vault automatically, with every action fully logged and auditable.
API Expansion: Build Faster, Integrate Smarter
New Recent Documents endpoint and a full documentation refresh. Integrations are quicker to build and easier to automate.
🔐 | GOVERNANCE, COMPLIANCE, CONTROLS
Vault Retention: Compliant Offboarding, Fully Audited
New Retention Hold state preserves client vaults after relationships end, with configurable timelines and full transition audit trails.
Bulk Retention Policy Assignment: Compliance at Scale
Apply retention policies during bulk uploads or batch-assign across files. Faster, cleaner, far less manual work.
Trade Confirmation Delivery: Tailored to Enterprise
Custom Trade Confirm delivery workflows built to meet specific enterprise requirements and regulatory expectations.
🤝 | COLLABORATION & CLIENT EXPERIENCE
Live Links: Share Folders, Not Just Files
Share entire live folders that auto-update as contents change. Full activity log, editable or revocable anytime.
Financial Data Visibility: Control What Each Client Sees
Administrators can show or hide financial figures on a per-client basis for more granular visibility control.
Quick Links on the Vault Dashboard: Resources, One Tap Away
Quick Links now appear as an icon row on the Vault Dashboard, giving clients faster access to key resources.
📱 | PRODUCTIVITY & USABILITY
Smarter Notifications: Less Inbox, Same Awareness
Consolidate email alerts into a single daily digest. Cleaner inboxes without sacrificing visibility.
Mobile & Search Improvements: Faster In, Faster Found
More reliable FaceID login on iOS plus sharper vault search that surfaces the right document first.
Sharper Permissions & Access Clarity: No More Guesswork
Tightened upload permissions, refined sidebar, and rewritten access messaging so users always know what they can do.
