PORTFOLIO MANAGEMENT INTEGRATIONReporting season, automated.
Client and advisor portals
FutureVault vaults inside OneVest’s client and advisor portals.
Single sign-on (SSO)
One login across OneVest and FutureVault.
Branded experience
Clients see your brand, not another portal.
Audited
Every access logged.
For firms that report with OneVest.
OneVest integration questions, answered.
What does the OneVest integration do?
It creates one integrated experience across OneVest’s client and advisor portals, with single sign-on (SSO) into FutureVault vaults.
Who is it for?
Firms using OneVest client and advisor portals.
Do clients need a separate login?
No. Single sign-on (SSO) takes clients and advisors straight from OneVest into their FutureVault vault.
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.
