FutureVault Named 2023 Wealthies Finalist In 9th Annual WealthManagement.com Awards

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The 9th 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 for the second year in a row.

TORONTO, ON, June 01, 2022 — WealthManagement.com officially announces the 2023 Wealthies Finalists in the 9th annual Wealth Management Industry Awards. FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for financial services and wealth management organizations was officially named a Wealthies Finalist in the Technology Providers – Document Management category for a second year in a row.

The Wealthies honor outstanding achievements by companies, organizations and individuals that support financial advisor success.  

The Wealth Management Industry Awards received a record-breaking number of nominations this year compared to previous years, with the judges shortlisting and recognizing 253 organizations for their outstanding support of financial advisor success from more than 1,000 nominations.

A full list of the Wealthies Finalists is available to download for free. View the full list of finalists

“We’re proud to continue playing a pivotal role in supporting wealth management firms and advisors by providing technology that supports compliance requirements, improves efficiency with automation, and importantly, that delivers massive value to their clients and family members with the Personal Life Management Vault™”, commented Kristian Borghesan, Chief Marketing Officer 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.” 

According to Managing Director, Mark Bruno, the Industry Awards program is another example of WealthManagement.com’s commitment to showcasing the industry’s finest and championing advisor success while shaping the future of financial services. “We are thrilled to unveil the finalists for our ninth annual industry awards, which recognize the exceptional achievements of organizations and individuals who play a crucial role in the daily activities of financial advisors. These two initiatives, though distinct, share a common goal: empowering advisors and driving innovation and growth in the ever-evolving financial services community. Together, they equip wealth advisors and planners with the necessary tools, knowledge, and innovation to build world-class wealth management firms and gain access to top-tier product and service providers in the industry.” 

FutureVault was recently named a 2023 Excellence Awardee for WealthTech Provider of the Year by Wealth Professional Canada, along with previously being named and recognized as 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. 7th where the winners of each category will officially be announced.  

About FutureVault

FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth.  

FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers.  

FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider.  

Visit futurevault.com to learn more. 

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Learn how we’re successfully improving compliance, driving operational efficiencies, and helping front, middle, and back-office teams scale through secure document exchange and digital vault solutions. 

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