CRM INTEGRATION · BUILT ON MICROSOFT DYNAMICSYour CRM, with the vault built in.
Embedded for advisors and admins
FutureVault works inside Infinite’s CRM, so teams stay in the system they already use.
Vaults from the client record
Open client and household vaults straight from the CRM.
Documents in context
See the documents behind every client relationship without switching tools.
Permissions that match
Advisors and admins see exactly what their roles allow, with every action logged.
Native to Dynamics
Infinite’s CRM is built on Microsoft Dynamics, so the FutureVault experience feels native.
For firms that run on Infinite’s CRM.
Infinite’s CRM integration questions, answered.
How does FutureVault work with Infinite’s CRM?
FutureVault is embedded within Infinite’s CRM for advisors and admin users, so teams open client vaults and work with documents without leaving the CRM.
Is Infinite’s CRM built on Microsoft Dynamics?
Yes. Infinite’s CRM is built on Microsoft Dynamics, and FutureVault delivers a complete, seamless experience within it.
Are permissions respected inside the CRM?
Yes. Users see only what their roles allow, and every action is logged.
Does FutureVault replace our CRM or document management system?
No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.
