Digital VaultBranded vaults on web, iOS and AndroidVault Insights AIAsk any vault a questionIntelligent Document ProcessingExtract and act on document dataDocument LakeOne governed home for every documentBulk Document Distribution350,000 files an hourSecure Document ExchangeNo more email attachmentsOnboarding & Account OpeningCollect, sign, fileFutureVault MCPNEWYour AI tools, governedSecurity & TrustSOC 2 Type II, encrypted end to endPlatform overview →
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Wealth ManagementRIAsFINRA Broker-DealersCIRO Investment DealersBanksCredit UnionsInsuranceFamily OfficesAsset & Fund ManagersBY USE CASE
Custodial statement deliveryTax season deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceEstate planningDocument intelligenceAdvisor lead generationPricing
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SOC 2 Type II • 1M+ client vaults • 50+ enterprise partners
SUCCESS STORIESWEALTH MANAGEMENT · CIRO
30%+Aligned Capital PartnersImproved operational efficiency by 30%+ across 300+ advisors by streamlining onboarding, transitions and document delivery.Read the story DIGITAL ASSETS · TAX
25K+CoinsquareDelivered 25,000+ tax documents on a tight regulatory deadline.Read the story FAMILY OFFICE · ESTATE & TAX
1 vaultHunter Holdings Family OfficeOne source of truth for the family’s financial, business and personal documents since 2020.Read the story In their words
What our partners say.
The Aligned 360 Vault provides 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.
Christopher EnrightExecutive Vice President, Co-Head of Wealth Canada, CI Financial Corp.We have evaluated countless vault options offered as “add on” features for other products but none of them come close to the quality product offered by FutureVault! We love our relationship with FutureVault and the value it allows us to deliver to our clients.
Our Family Office uses FutureVault’s technology for secure, digital central storage with access by Trusted Advisors and users from anywhere in the world. FutureVault has allowed us to easily digitize important paper documents, making every bit of it secure, accessible, and searchable.
Stephen KangasPrincipal, Hunter Holdings Family Office