DATA PARTNER · JOINT OFFERINGTwo platforms. One complete client view.
Custodial data
Custodial account and position data, brought together by AppCrown.
Reporting and performance
Reporting and performance data, side by side with the documents behind it.
Planning data
Planning data joined with each client’s documents.
Documents, secured and delivered
FutureVault holds, organizes and delivers every client document.
For firms that want data and documents in one place.
AppCrown questions, answered.
What is the AppCrown and FutureVault joint offering?
Data and document convergence: custodial, reporting, performance and planning data brought together with documents, for advisors and their clients.
How do FutureVault and AppCrown work together?
AppCrown brings the data together, FutureVault secures and delivers the documents, and advisors and clients see both in one place.
Is this a joint offering?
Yes. FutureVault and AppCrown offer converged data and documents as a joint value proposition.
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.