The 8th Annual WealthManagement.com Awards, known as the “Wealthies”, has officially named FutureVault as a Finalist in the Technology Providers of the year – Document Management category.
TORONTO, ON, June 2, 2022 — WealthManagement.com announced yesterday the 2022 ‘Wealthies’ Finalists in the 8th annual Wealth Management Industry Awards. FutureVault, the market-leading provider of secure document exchange and Digital Vault solutions for the wealth management industry, was officially named a 2022 “Wealthies” Finalist in the Technology Providers – Document Management category.
The “Wealthies” honors the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients.
The Wealth Management Industry Awards received a record-breaking number of nominations this year compared to previous year, and shortlisting 225 organizations as finalists in one or more categories by a panel of independent judges, made up of top names in the industry, who select the winners.
A full list of the “Wealthies” Finalists is available to download for free. View the full list of finalists.
“In today’s digital-first, complex world, we’re extremely proud to support wealth management firms and advisors with technology that provides material benefits across their front and back-office functions, while also enabling them to build more trust with their clients by providing unparalleled value delivered via Personal Life Management vaults,” commented Kristian Borghesan, Vice President of Marketing at FutureVault. “We remain committed to helping firms and their advisors drive efficiency to ultimately scale their business; this recognition is a testament to the work, effort, and capabilities of our platform and better yet, our team.”
“The record-setting participation in our industry awards this year is a testament to the value firms continue to place in the Wealthies as their best opportunity of the year to enhance their reputation, increase their brand awareness and set their organization apart from the competition,” said William O’Conor, managing director of WealthManagement.com.
FutureVault was recently named an Excellence Awardee for WealthTech Provider of the Year by Wealth Professional Canada, along with being named a top 100 global WealthTech provider by FinTech Global.
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8th where the winners of each category will officially be announced.
The recognition by WealthManagement.com marks another milestone in the FutureVault journey as the team continues to build the market-leading Digital Vault and secure document exchange platform to solve the everyday challenges faced by brokerages, firms, and professionals in the financial services and wealth management industries.
About FutureVault Inc.
FutureVault is pioneering the advent of Personal Life Management through market-leading secure document exchange and Digital Vault solutions purposely built for the financial services and wealth management industries. FutureVault’s innovative, multi-tiered platform enables firms, advisors, and clients/households to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver client documents and statements, meet information security and compliance requirements, and drive material operational efficiencies across front, middle, and back-office functions. In 2022, FutureVault was recognized as a top 100 most innovative WealthTech solution provider.
Visit futurevault.com to learn more. Follow us on LinkedIn.