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Stay up-to-date on the world of Digital Vaults, Information Management, Cloud Storage and Collaboration and more. We strive to seek out and share the latest tips & tricks, industry trends & expert insights.
For financial service firms to remain successful in the years to come, they must implement a multi-generational digital strategy that is high-tech and high-touch
Know with confidence your financial advisors are armed with the latest digital vault collaboration tools, the leading document management system, when working remotely.
6 Challenges that wealth managers must overcome to pave the way to adopting digital vaults and embracing a powerful business digital transformation
The most robust document management system is the digital vault. Digital vaults provide a secure environment in which to store, manage, and transfer documents. A highly intelligent document management tool that goes well beyond storage.
Implementing a robust digital vault for the secure sharing of documents and additional ways for financial advisors to prepare for the Great Wealth Transfer.
Increasing demands are pushing those in global banking to rethink the customer experience and, as a result, are integrating cloud solutions, like digital collaborative vaults, that facilitate encrypted document sharing between clients, advisors, and other professionals.
FutureVault Wins Award for Smart Solutions at Toronto Region Board of Trade Business Excellence Awards (BEAs)
Orion Advisor Services & FutureVault Announce Integration of Secure, Intelligent & Collaborative Information Management
Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for financial advisors, has announced that it is now integrated with FutureVault – a secure, intelligent and collaborative information management platform. With this new...
Aligned Capital Partners and FutureVault Team Up to Modernize Information Management for Advisors and Clients
Aligned Capital Partners, an independent financial advisory firm located in Burlington, ON, has announced that it is launching FutureVault's Digital Collaborative Vault platform branded as the Aligned 360 Vault – a highly secure, structured and...
John D. Orr, Senior Banker and Investor, Joins FutureVault as Chief Executive Officer and a Significant Investor
FutureVault, a personal and business information management company, has named banking executive, lawyer, entrepreneur and investment professional John D. Orr as Chief Executive Officer. In addition to joining the management team, Mr. Orr has made a significant...
BlueRock Wealth Management Partners with FutureVault to Offer High-Net-Worth Clients a Secure, Custom Digital Collaborative Vault
BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault's Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to...
C-Suite Network, the world's most trusted network of C-Suite leaders, has announced that it is offering FutureVault's Digital Collaborative Vault – called the C-Suite Vault - as a premier value-added service to its network of c-suite executives. The...
Boutique Wealth Creation Firm 33seven Selects FutureVault to Offer Secure Safety Deposit Box to Network of Clients
Secure digital filing cabinets are the future of personal data management and, in the very near future, these solutions will be a standard offering at every financial institution. Toronto-based boutique wealth management company, 33seven, has announced that...
FutureVault has added top talent to its management team. The Company, which has developed the most sophisticated, secure digital filing cabinet and safety deposit box available on the market, allows users to digitally deposit, store and manage important...
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