ESIGNATURE INTEGRATIONHours back on every new account.
Vaults created automatically
A branded vault for every new client, the moment the envelope is signed.
Vault entities created automatically
Entities for each joint account, IRA, trust or company, set up for you.
Signed documents filed and delivered
Every e-signed document filed to the right vault and entity, and delivered to the client.
Notifications on
Clients are alerted the moment their signed documents arrive.
For firms that onboard at scale.
Adobe Sign integration questions, answered.
What does FutureVault automate with Adobe Sign?
Two things: it creates vaults and vault entities automatically, and it files e-signed documents to the right vault and entity, delivering them to the client with a notification.
What is a vault entity?
A way to organize documents within a vault, such as a separate section for a person, joint account, IRA, trust or company.
Are clients notified?
Yes. Clients are alerted on web and mobile the moment signed documents arrive.
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.
