Security. Structure. Collaboration. Intelligence.
The Digital Collaborative Vault, a personal and business information management solution, is designed to simplify the complexity of our digital lives while improving transparency and enhancing communication and collaboration between clients and their Trusted Advisors.
Strengthen Client Relationships
Improve client experiences with a unique value-added service that offers better transparency, security and enhanced communication and collaboration
Intelligent & intuitive organization
Anytime, anywhere access
Quick & secure document sharing
Maximize Your Business Potential
Differentiate your portfolio with an integrated digital offering to attract new clients, reward existing ones and build multi-generational relationships
Empower your team with advanced technology
Launch net new revenue streams
Expand your client and business relationships
Deliver seamless wealth & estate transfers
Optimize Your Organization
Improve firm productivity and better manage risk and compliance with secure anytime, anywhere access to client information.
Simplify business processes
Deliver efficient client communication
Lower production and infrastructure costs
Easily facilitate external audits
Keep Your Brand Top of Mind
As a partner organization you’ll benefit from our white-label solution. You can customize your Vault to increase daily mind share and client loyalty.
Secure, Intelligent & Collaborative Information Management
See FutureVault in action. Book a demo with a FutureVault Solution Expert.