Mandeville Launches Digital Vault Through FutureVault

Mandeville Private Client Inc. Continues to Enhance Advisor and Client Experience With Digital Vault

BURLINGTON, ONTARIO – July 08, 2021. Mandeville Private Client Inc. (“Mandeville”) is pleased to announce the launch of Mandeville Vault through its enterprise relationship with FutureVault, an industry leader in enterprise document management and digital vault solutions.

With Mandeville Vault, Mandeville is continuing in its commitment to enhancing the advisor and client experience by providing a secure, white-labeled, digital vault platform integrated into its existing technology ecosystem. Mandeville Vault effectively improves the collaboration and relationship between advisors and clients by equipping them with a secure shared platform to manage information and documents better, together. In particular, clients are now able to receive, upload and share key files including onboarding documents, recurring client statements, market updates and communications, and financial services agreements, all in one centralized and secured environment.

“We’re looking forward to the impact our Mandeville Vault platform will have across our ecosystem in augmenting operational efficiencies, information security, and the digital user experience for advisors and clients alike,” says Frank Laferriere, Mandeville’s Senior Vice President and Chief Operating Officer. “Mandeville Vault provides a competitive differentiator for our organization as it allows for the secure and seamless management and delivery of documents from our back office to advisors through to our clients and their families. We are able to improve information distribution at every single intersection to deliver the ultimate in client experience.”

A few key components of the Mandeville Vault include:

  • Enterprise-grade security protocols and compliance features
  • Single sign on integrations with existing technology platforms
  • Automated document distribution and smart-filing technology
  • Dynamic checklists to improve client interaction in delivering products and services

“We are extremely excited to launch Mandeville Vault with Frank Laferriere and his talented team,” commented Michael Bradley, Co-founder and CMO of FutureVault. “They have been incredible partners in building and launching this best-in-class platform for their advisors and clients. Their attention to detail, thoughtfulness and thought leadership have translated into a technology platform that improves operational efficiencies and manages risks so that advisors can focus their time and energy on growing their practice by deepening client relationships and growing clients’ wealth.”

About Mandeville Holdings Inc.

Mandeville Holdings Inc., founded by Michael Lee-Chin, is the parent company of the Mandeville group of companies, which includes Mandeville Private Client Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. Clients of the Mandeville group of companies have ACCESS to the benefits of our family office resources (via Portland Holdings Limited’s conglomeration), which means a unique opportunity to invest in quality offerings alongside some of the world’s most successful institutions and affluent investors. “The Wealthy Invest Differently.”- Mandeville understands this and is committed to democratizing opportunities for wealth creation typically reserved for the affluent and institutional investor.

About FutureVault

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that help organizations and their clients manage information better, together. FutureVault offers a powerful white label Digital Vault Platform to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s disruptive, patented, proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Mandeville Contacts
Diana Oddi, Director Marketing, Communications and Practice Management

FutureVault Inc. Contacts
Michael Bradley, Chief Marketing Officer

Kristian Borghesan, Director of Marketing

FutureVault - John Shackleton Appointed as CEO

John Shackleton, Former OpenText CEO, to Lead FutureVault as Chief Executive Officer

Toronto, Ontario, May 5, 2021 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, today announced it has appointed John Shackleton, former OpenText CEO, as the company’s Chief Executive Officer. 

FutureVault-Headshot-John-Shackleton

Shackleton brings more than 30 years of technology and document management experience to the firm, along with a proven track record of driving business growth. As former President and CEO of OpenText Corporation (NASDAQ/TSX: OTEX), he led the company’s growth from $60 million to $1.3 billion in revenue, resulting in the company becoming a world-leading independent provider of Enterprise Content Management (ECM). Prior to OpenText, Shackleton held several executive-level positions at well-recognized technology companies including Oracle, Sybase and Platinum Technology. He currently serves as Board Chair of Boston-based Preservica, Inc. and New York-based Tenovos, Inc.

“FutureVault is a unique and highly innovative company poised to be a leader in the evolving Digital Vault space, particularly in Personal Life Management and Business Enterprise Management,” commented Shackleton. “The company’s disruptive end-to-end document management platform is the way of the future, and I couldn’t be more pleased to play a role in this next phase of growth.”

“John is a legendary leader in the technology world, particularly in the document and content management space,” commented FutureVault Co-Chairs, G Scott Paterson and John D. Orr. “We are delighted that he will join and lead our team at this exciting juncture, where we see our vision of the future — Digital Vaults for Personal Life Management and Business Enterprise Management — becoming ubiquitous for individuals and businesses globally.” 

 Orr, the company’s CEO from June 2017 until April 2021, will take on the role of Co-Chair of the FutureVault Board of Directors alongside co-founder and Executive Chair, G Scott Paterson.

In addition to leading FutureVault’s day-to-day operations, Shackleton will play a critical role in driving the strategic vision and direction for the company as it turns its focus to the next stage of growth and strategic partnerships.

About FutureVault

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that help organizations and their clients manage information better, together. FutureVault offers a powerful white label Digital Vault Platform to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s disruptive, patented, proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Bailard-Wealth-Management-Firm-in-San-Fran

Wealth and Investment Management Firm, Bailard, Launches Digital Vault Platform for Clients Powered by FutureVault

San Francisco, CA, April 29, 2021 — Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, and FutureVault, an industry leader in enterprise Digital Vault solutions, have announced the launch of the Bailard Vault.

 Bailard will look to bolster its high-touch client service and continue its proven track record of client success and satisfaction through this unique and highly innovative digital vault offering. The Bailard Vault includes a custom white-label portal and native mobile app on Android and iOS that provides secure anytime, anywhere access to documents for Bailard clients as well as the Firm’s investment counselors.

“Partnering with FutureVault enables us to streamline and automate several key internal processes. From seamless client onboarding to prompt ongoing reporting, we can now provide crucial information faster and in a secure environment”, commented Michael J. Faust, CFA, President of Wealth Management at Bailard. “We believe our clients’ success is our success, and are proud to offer a centralized, digital environment to access important materials and interact securely with us ”, mentioned Austin Lastinger, CFP®, Portfolio Associate at Bailard. 

“We are thrilled to be working with Bailard and we are delighted that they have entrusted FutureVault as their digital vault partner,” said Caroll Simmons, Director of Customer Success at FutureVault. “By being able to empower the Bailard team through our technology, we’re able to support them with their commitment to delivering a best-in-class client experience. ”

About Bailard

With over 50 years of experience, Bailard is an independent, values-driven wealth and investment management firm. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. An independent firm since our founding in 1969, we stand committed to our values and, most importantly, our clients. With $5 billion AUM as of March 2021, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values of accountability, compassion, courage, excellence, fairness, and independence.

About FutureVault

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that help organizations and their clients manage information better, together. FutureVault offers a powerful white label Digital Vault Platform to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s disruptive, patented, proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Daniel Kenny - FutureVault New COO

Daniel Kenny, Former HSBC Managing Director and COO, to Join FutureVault as Chief Operating Officer

Toronto, Ontario, Feb 1, 2021FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Daniel Kenny, former Managing Director and COO for the Global Banking and Markets business of HSBC Canada. as the company’s Chief Operating Officer (COO). 

Kenny has a degree in Systems Design Engineering with options in Computer Engineering and Management Science from the University of Waterloo.  He started his career in Tokyo with Fusion Systems Japan developing proprietary trading systems for the Japanese equities markets.  Kenny later joined HSBC Japan where he was responsible for leading  IT development teams across all asset classes for the Global Markets business.  His 22-year career with HSBC took him from Tokyo to Jakarta then to New York and eventually back to Canada.

“I am delighted at the opportunity to join FutureVault and deploy the platform into our clients’ ecosystems to strengthen their operations while maintaining regulatory compliance”, commented Kenny. “ The “Business Enterprise Management” framework that FutureVault offers is world class and can ensure that organizations scale efficiently and securely with respect to critical corporate and personal data.”

FutureVault’s Executive Chair G Scott Paterson and CEO John Orr commented “Daniel’s global experience combined with his banking and engineering background positions him perfectly to drive FutureVault’s value proposition into the Finance Services vertical.” G Scott Paterson further commented, “ His exposure in Canada and the US to KYC and AML standards expected by Regulators are invaluable for our financial services clients deploying FutureVault’s platform into their operations.”

The hiring of Daniel Kenny as COO, continues to position FutureVault as an industry-leader in the information management and digital vault space, showing proven ability to deliver best-in-class operations for staff and clients on a global scale.

About FutureVault

FutureVault is an industry-leading Digital Vault Platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Digitization as a Service with FutureVault

FutureVault Granted US Patent for Proprietary Digital Document Filing Technology

Toronto, Ontario, January 5, 2021  — FutureVault, an industry-leading document management and digital vault platform for institutions and enterprises, has successfully been granted a patent for its automated document filing and processing methods and systems by the United States Patent and Trademark Office (USPTO). 

The patent, originally filed back in 2017, automatically files documents within the FutureVault platform in several locations while using machine learning technology systems to enhance the accuracy of suggested file locations. The technology works when an electronic file, containing one or more documents, is received, where the text data (meta-data) from each document is then identified and used to generate suggested file locations on where to file and store incoming documents as a way of reducing the manual process and time involvement to storing files in a structured, secured way. 

“We’re enabling enterprises and business operators to manage their information and documents, including client information, in a more secure, structured, and efficient way”, commented G Scott Paterson, FutureVault’s Executive Chair. “In a matter of seconds, we can identify exactly where you should be storing incoming documents to reduce the burden of mismanagement, saving organizations significant time and money”. 

The successful grant of the patent positions FutureVault as an industry leader in the information management, document filing, and digital vault space. FutureVault currently has two additional patents pending.

About FutureVault

FutureVault is an industry-leading Digital Vault Platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Kismet Wealth

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Kismet Wealth


TORONTO, ON, November 30, 2020 /Business Wire/ — Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault.

The Kismet Wealth Vault includes a custom white–label web portal and native mobile app on Android and iOS, that provides anytime, anywhere access to documents for both Kismet’s professional services team and its clients. The secure, enterprise-grade platform will be leveraged to address a number of mission-critical client use cases, from collecting documents for seamless client onboarding and tax preparation to the distribution of quarterly reviews, statements, reports, and updates.

Further, the Kismet Wealth Vault will allow clients to digitize, centralize and organize their personal, financial, and business information in private folders within the vault serving as their own digital safe deposit box.

“During COVID-19 we realized how important having a secure and private platform would be for document exchange and storage,” said Victor Godinho, Managing Partner, Wealth Advisor & Principal Broker at Kismet Wealth Group Corp. “We are excited to have our own branded app and portal available to our current and future clients, enabling us to be the backbone of their lives.” 

“We are delighted that Victor and the Kismet Wealth Group team have entrusted FutureVault as their digital vault partner,” said Caroll Simmons, Director of Customer Success at FutureVault. “We look forward to empowering the Kismet team and its clients with our technology, particularly in a time when remote, paperless collaboration and communication are quintessential.”

About Kismet Wealth Group Corp.

Kismet Wealth Group is a fully diversified financial and professional services firm. Kismet has active operations in wealth management, real estate, real estate development, insurance and risk management, mortgages and lending.

Nvein-Markwart-FutureVault-CISO

Nevin Markwart, Former Investment Executive and NHL Alumnus, to Join FutureVault as Chief Information Security Officer

Toronto, Ontario, May 5, 2020FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Nevin Markwart as the company’s Chief Information Security Officer (CISO). 

Markwart is a serial entrepreneur who brings a multi-disciplinary approach to organizational information security based on his nearly 40 years of career experience in the fields of professional sports, global asset management and computer security. His professional career began in 1983 when he was selected in the first round of the NHL Entry Draft by the Boston Bruins which led to a nine-year professional hockey career in Boston. Following his hockey career and subsequent graduation from Northeastern University’s MBA program in 1994, Markwart led significant business units  at the storied, Boston-based asset managers Wellington Management and Fidelity Investment before rising  to the rank of CEO at two major Canadian-based asset management organizations. Retooling for the “future of business,” Markwart recently graduated (2019) from Brown University with a Master of Science Degree in Cybersecurity and ultimately completing his formal computer science education which he initially embarked upon at the University of Regina in 1981.

“I am excited to join the innovative team here at FutureVault to build upon the organization’s existing information security regiment”, commented Markwart. “Maintaining bank-level cybersecurity compliance requires ‘leadership from the top’ in the form of budget resources and nurturing an organizational culture of employee participation — both of which are a top priority for me to advance as FutureVault’s CISO.” 

FutureVault Executive Chair G Scott Paterson commented, “Nevin [Markwart] brings FutureVault best of class cybersecurity implementation tools and methods while his leadership will advance the maturity of our organization’s internal cybersecurity culture.” John Orr, FutureVault Chief Executive Officer, said: “We are delighted to have him join FutureVault and lead our information and cybersecurity team at this exciting juncture where we see our vision of the future – digital Personal Life Management and Business Enterprise Management Vaults becoming ubiquitous for individuals and businesses globally.”

The hiring of Markwart to lead FutureVault’s information and cybersecurity is a critical step forward, positioning the firm as an industry-leader, pioneering the information management and digital vault space.

Confident young man working on laptop and holding coffee cup while sitting at his working place in office

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 integration, Orion advisors can now offer their clients FutureVault’s Digital Collaborative Vault to securely deposit, store and manage important financial, legal and personal documents. FutureVault can help improve the sharing and fiduciary tracking of essential documents between Orion advisors and clients in addition to a client’s external network of Trusted Advisors (i.e. lawyers, accountants, insurance brokers, etc.) providing complete transparency and enhanced communication and collaboration.

“FutureVault provides a unique opportunity for Orion advisors to deepen existing client relationships and build multi-generational ones,” said Eric Clarke, CEO, Orion Advisor Services. “FutureVault provides the security and organization that will not only bring quantifiable value to clients’ daily lives, but will also help Orion advisors differentiate their overall offering, streamline business processes, improve the robustness of their compliance regimes and ultimately enhance the overall client experience.”

FutureVault will be integrated into Orion’s extensive portfolio of Financial Advisor solutions. Key features of the Digital Collaborative Vault include bank-grade security and privacy, optical character recognition (OCR) with smart-filing technology, pre-configured digital filing cabinet with a flexible infrastructure for folders, documents and document forms.

“Orion has recognized the requirement to and benefits of managing and organizing personal and business information with the same focus and expertise as a client’s financial assets,” said John D. Orr, CEO, FutureVault. “FutureVault’s intelligent and intuitive filing system and unique collaboration features offer Orion advisors and their clients a solution to save time, increase productivity and provide new levels of security and peace-of-mind while ultimately deepening their relationship.”

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 1,200 firms, have $500 billion in AUA and over 1.9 million accounts.

Business people shaking hands and clapping

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 central location to manage critical personal and business information.

Aligned 360 Vault will modernize communication across every aspect of the firm. With its extensive information architecture, unique collaboration features and fiduciary tracking tools, Aligned 360 Vault will enable advisors to quickly and securely collaborate on business and client information, anytime and from any device.

“At Aligned Capital Partners, we’re passionate about delivering a best-in-class client-centric experience. For us, that means going above and beyond to seek out technology and tactics that provide incredible value for both our clients and advisors – that’s why we’re so excited about launching the Aligned 360 Vault,”said Christopher Enright, President and Managing Director at Aligned Capital Partners. “We’re also looking forward to the impact the Aligned 360 Vault will have on our operational efficiency. We’re promoting a progressive, paperless office while bringing new levels of communication to our firm with better security, organization and transparency. The Aligned 360 Vault will provide our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”

Key features of Aligned 360 Vault include bank-grade security, optical character recognition (OCR) with smart-filing technology and a pre-configured folder directory with 200 categories and over 1,400 suggested documents and summary forms. The Aligned 360 Vault strives to make the digitization, centralization and organization of personal, financial and business information as easy and secure as possible.

“Chris and the Aligned Capital Partners team have impressed us with their thought leadership and progressive approach with regards to client interaction,” said John D. Orr, CEO, FutureVault. “We are thrilled that they share our vision that information is an asset class and should be managed through a Digital Collaborative Vault to provide profound benefits to both clients and advisors, thus deepening their relationship.”

About Aligned Capital Partners

Aligned Capital Partners Inc is an investment dealer providing a broad range of investment and wealth management products to clients throughout Canada. Aligned Capital Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada and is a member of the Canadian Investor Protection Fund.

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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 personal investment in the Company for a material ownership position.

Launched commercially in North America in late 2016 after two years of development, FutureVault has created an advanced cloud-based information management platform with patents pending. In an increasingly digital world, characterized by volume, complexity and risk, FutureVault’s secure platform provides both individuals and businesses with the tools and intelligence to select, retain and optimize all their information. The platform represents a new category: an intelligent, secure, encrypted, auditable repository for all the information in one’s life or business. FutureVault’s product suite and feature set accommodate a broad range of customer information management needs, from a relatively straightforward individual’s requirements to those of a multi-jurisdictional business or a large family office.

FutureVault’s core product, the Digital Collaborative Vault, is offered to individuals primarily through partner organizations. Partners are able to deepen relationships with target client segments while enhancing the efficacy and robustness of their client management and compliance regimes. Partner organizations will include wealth management firms, banks, credit unions, insurance companies, affinity groups, and educational institutions. The direct-to-business version of the product provides tailored solutions targeted at complex, high-value, multi-stakeholder verticals including financial services, real estate, automotive, dental, and luxury goods.

“While in its infancy, the category of secure, intelligent information management is poised to play a disruptive role across numerous sectors. With our proprietary, industry-leading technology having recently launched commercially, we set out to recruit a leader with the vision and management skills to guide the company to reach its incredible potential,” said G Scott Paterson, Executive Chairman. “John has extensive experience as well as tremendous entrepreneurial and investment acumen. John is universally regarded as a unique talent who always deals with a high degree of professionalism. We are delighted that he has agreed to join and lead our team.”

Mr. Orr has over 25 years of financial services experience. He currently serves as an advisor to the Arena Group, the Kessler Group, G2 Investment Group and Applied Data Finance. He is also Co-Chair of the Centre for Addiction and Mental Health’s Corporate Cabinet.

Mr. Orr spent the majority of his career at CIBC, serving in the most senior leadership positions across the bank. His most recent role was as Executive Vice President responsible for the group’s strategy and corporate development functions and its merchant banking business. Previously, he served as a Managing Director in its investment bank and as the Chief Executive Officer of two subsidiary banks: Amicus bank, offering the President’s Choice Financial product suite and FirstCaribbean International Bank.

Before his work in banking, Mr. Orr practiced law in Toronto.  Mr. Orr received a BA in Economics and a Masters of Business Administration from the University of Western Ontario in London, Ontario and a law degree from Dalhousie University, Halifax, Nova Scotia.

“Information is the next and ultimate asset class. The ever-increasing complexity of our digital world demands the creation of a category of products and services designed to properly manage information. Creating a dynamic platform for information management has been a personal goal for a very long time,” said Mr. Orr. “The development of solutions for the efficient and effective selection, retention, management and optimization of one’s information warrants the same level of focus and expertise as do solutions for the management of one’s financial assets. Information is an extremely valuable asset and should be managed and protected as such. Everyone understands what current cloud-based document management platforms provide, but when viewing information through the lens of an asset class, it is clear that these solutions were not designed to meet this need. At FutureVault, we have tasked ourselves to lead the creation of information as an asset class. Fundamentally, our role is to provide the tools and intelligence to allow individuals and businesses to optimize the value of their information. FutureVault is much more than simply a digital storage company; its robust, highly secure technology and uniquely experienced team provide the ideal platform to pursue this mandate.”