ARTICLES, GUIDES & RESOURCES
FutureVault Blog
Recently Published
Digital Vaults: The Linchpin of Client Life Management and Multi-Generational Relationships
Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital
Key Findings from the 2023 WealthStack Study: How Technology Is Driving the Growth of Wealth Management Firms
The 2023 WealthStack Study unveils how technology is propelling the growth of wealth management firms
Secure File Requests, In-Review Documents, View-Only Collaborators, and More (November 2023)
Last week, our team released several new updates and enhancements to the FutureVault platform to
Exclusive Interview: Unpacking Best-of-Breed AdvisorTech Solutions with FutureVault
With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology
Vendor Due Diligence Guide: Evaluating Technology Vendors in 2024
From Registered Investment Advisors (RIAs) and Family Offices to Credit Unions and Community Banks, it’s
FutureVault Lands Clifton Schaller as Chief Growth Officer
FutureVault appoints Clifton Schaller as Chief Growth Officer to lead the company’s corporate strategy and
Two Impending Challenges Facing the Financial Services Industry
The (entire) financial services industry is faced with two impending challenges that will undoubtedly hit institutions,
Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity
FutureVault Updates & Enhancements: Platform Release V4.7 (September 2023)
Platform Release V4.7 (September 2023) Last week, our team released several new updates and enhancements to
What is a Digital Vault? A Guide to Digital Vault Technology
Digital Vaults have become a fundamental component in the modern technology stack within financial services
FutureVault Updates & Enhancements: Platform Release V4.6 (September 2023)
Platform Release V4.6 (September 2023) Last week, our team released several new updates and enhancements to
7 Proven Strategies to Win at The Great Wealth Transfer
The Great Wealth Transfer refers to the intergenerational transfer of wealth that is currently underway
The 6-Step Blueprint to Hosting Multi-Generational Family Meetings
Family Meetings are one of the most effective, tried-and-true approaches that can play an incredibly
FutureVault Updates & Enhancements: Platform Release V4.5 (August 2023)
Platform Release V4.5 (August 2023) Earlier this week, our team released several new updates and enhancements
10 Common FutureVault Use Cases for Firms and Advisors
Here at FutureVault, our team regularly gets asked about how our platform offers solutions to
Join Our Newsletter
Receive ongoing communication about product updates and new resources from the FutureVault blog to future proof your business and take transform your document management practices and workflows.
All About
Digital Vaults
Digital Vaults: The Linchpin of Client Life Management and Multi-Generational Relationships
What is a Digital Vault? A Guide to Digital Vault Technology
A Digital Vault Platform for the Modern Family Office
What’s Preventing Your Firm’s Digital Transformation?
DOCUMENT MANAGEMENT
Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by
What is a Digital Vault? A Guide to Digital Vault Technology
Digital Vaults have become a fundamental component in the modern technology stack within financial services and wealth management, moving away from a “nice-to-have” to an
A Digital Vault Platform for the Modern Family Office
To effectively manage their unique and complex needs, Family Offices require a secure and structured Digital Vault to protect, store, access, share, and manage sensitive information,
The 6 Most Common Books and Records Compliance Challenges
Broker-Dealers and Registered Investment Advisors (RIAs), along with other financial services and wealth management organizations, face several books and records compliance challenges that impede business
The Future of Secure Document Management for Financial Services
In a previous article, we highlighted several flaws and challenges with the traditional approach to document management in financial services and wealth management. While there
DIGITIZATION
Onboarding Best Practices 101: How to Improve Client and Member Onboarding
Client onboarding is the first opportunity for financial advisory firms, private banks, broker-dealers, asset managers, multi-family offices, retail banks, credit unions to win over new
50 Eye-Opening Statistics All Financial Services Executives Need to Know
As the saying goes, “information is power” and we believe that invaluable statistics can provide the power every firm needs to succeed. To help you
3 Ways Access to Financial Data Improves Value For Your Customers
Here’s how access to financial data improves value for wealth management customers. Wealth management firms have seen an increase in the global wealth management market
5 Challenges Financial Service Organizations Need to Overcome to Stay Competitive
The financial services industry has been and continues to be going through a radical shift as it heads towards true digital transformation. As we survey
Equipping the Remote Workforce with Best in Class Digital Tools
A University of Southern California research group led by Jack Nilles conducted one of the first major studies on “telecommuting”, now more commonly known as
SECURITY & COMPLIANCE
Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by
A nightmare for any financial advisor: one very costly yet easy-to-avoid mistake
Last week, my sister-in-law called us to share some news while at the same time seeking some advice. Her and her husband’s financial advisor, unfortunately…
How Your Clients and Members Can Protect Their Information When Shopping Online
The holiday season has arrived and for most, it also means online gift shopping to avoid large crowds and busy mall traffic—especially in the post-COVID-19
How Digital Vault Platforms Help Firms Meet Compliance Requirements With Confidence
With great power comes great responsibility—this could not be more evident or true within financial services and in particular for compliance teams. Financial services organizations remain responsible for managing and
50 Eye-Opening Statistics All Financial Services Executives Need to Know
As the saying goes, “information is power” and we believe that invaluable statistics can provide the power every firm needs to succeed. To help you
Learn About The
Vault Features
10 Common FutureVault Use Cases for Firms and Advisors
Document Digitization as a Service: Modern Wealth Management for Forward-Thinking Financial Firms
Read Our Recent Press Releases
