PORTFOLIO MANAGEMENT INTEGRATIONReporting season, automated.
Single sign-on
Open FutureVault straight from Addepar.
Automated document delivery
Addepar reports and documents filed to every client vault.
Clients notified
Alerts the moment new documents arrive.
Audited
Every delivery logged.
For firms that report with Addepar.
Addepar integration questions, answered.
What does the Addepar integration do?
It gives Addepar users single sign-on access to FutureVault and delivers Addepar reports and documents to client vaults automatically.
Are clients notified when reports arrive?
Yes. Clients receive alerts on web and mobile when new documents are delivered.
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.
Where is our data stored?
FutureVault uses AWS data centers in Canada, the United States and Europe, with backups in alternate regions to meet data residency requirements.
