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FutureVault Blog
Recent Published Articles
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,
FutureVault Named 2023 Wealthies Finalist In 9th Annual WealthManagement.com Awards
The 9th Annual WealthManagement.com Awards, known as the “Wealthies”, has officially named FutureVault as a Finalist in the Technology Providers of
Intergenerational Continuity Plan: Leveraging a Digital Vault to Protect & Preserve Family Relationships
More than ever, institutions and advisors need to establish an intergenerational continuity plan to retain assets and family relationships. In
BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance,
Informa’s Zephyr Announces Strategic Partnership and Integration with FutureVault
Powerful digital vault technology enables an optimized workflow experience and a well-designed compliance program for investment professionals NEW YORK, April
5 Statistics Every Firm Needs to Know to Future-Proof Their Success
Statistics provide us with valuable insights into current challenges that exist across the financial services and wealth management industry, along
FutureVault Updates & Enhancements: Platform Release V4.4 (March 2023)
Platform Release V4.4 (March 2023) Last week, our team released several new updates and enhancements to the FutureVault platform to make
The Great Wealth Transfer: How to Retain Family Assets and Relationships During the Great Wealth Transfer
The current demographic shift that is taking place in the United States, Canada, and other developed countries is resulting in
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
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All About
Digital Vaults
What’s Preventing Your Firm’s Digital Transformation?
5 Challenges Financial Service Organizations Need to Overcome to Stay Competitive
Equipping the Remote Workforce with Best in Class Digital Tools
Centralize & Secure Corporate Communications with FutureVault
DOCUMENT MANAGEMENT
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
The Four Fundamental Flaws of Document Management in Wealth Management
The traditional approach to document management in financial services and wealth management is not only outdated and flawed but comes with a handful of challenges
Document Retention 101: How to Meet Document Retention Policy Requirements
How, where, when, and for how long your firm stores confidential corporate, employee, and client documents is not only an area of concern for organizational
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
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
3 Ways FutureVault Helps Reduce Cybersecurity Risk
In the wake of COVID-19, businesses worldwide have shifted their focus to digital platforms that help to carry out day-to-day business as usual. This rapid
