FutureVault Named Excellence Awardee for WealthTech Service Provider of the Year

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Wealth Professional Canada (WP) magazine announced that FutureVault has been selected as an Excellence Awardee for WealthTech Service Provider of the Year for the third consecutive year in the 10th annual 2024 Wealth Professional Awards.

“Our team is incredibly proud to receive this recognition for the third year in a row by Wealth Professional Canada. This stands as a true testament to the level of excellence and innovation behind the FutureVault platform, which is a direct result of the support from our team, partners, and our customers in the Canadian wealth management ecosystem,” commented Kristian Borghesan, Chief Marketing Officer at FutureVault.

Celebrating its 10th year, the annual Wealth Professional Awards is recognized across the industry as the leading independent awards program for wealth management and financial planning. With categories honoring the top advisors, brokerages, BDMs, rising stars, ETF providers, WealthTech providers, and more. See the full list of categories and this year’s Excellence Awardees in their respective categories here.

FutureVault’s secure digital vault platform (the Client Life Management Vault™ and Business Life Management Vault™) provides institutions, firms, professionals, and their clients with a secure single source-of-truth to access, share, exchange, and manage critical enterprise, advisor, and client (household or institutional) information, data, and documents while meeting regulatory requirements including document and data retention set forth by regulatory authorities like CIRO, FINRA, the SEC, more. FutureVault is SOC 2 Type II and PCI DSS compliant and is equipped with institutional-grade encryption in-transit and at-rest.

In an evolving wealth management landscape where data, information, and documents are central to every bit of operations and client servicing, Digital Vault solutions like FutureVault are table stakes for firms and institutions to grow, scale, and maintain compliance. As the FutureVault platform continues to innovate and drive towards insights, data, and analytics directly from critical enterprise, advisor, and client-facing documentation, FutureVault’s value proposition continues to expand by enriching the advisor-client experience and enabling professionals to streamline operations while having more meaningful and timely conversations with clients.

Winners will be revealed and celebrated live at the grand awards show happening on Thursday, June 6, 2024 at the Liberty Grand, Toronto.

Get in touch with our team today to learn more about how FutureVault’s industry-leading secure document exchange and Digital Vault solutions are enabling firms and advisors to materially improve front, middle, and back-office efficiencies.

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