FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
With strong industry expertise and collective experiences spanning financial services, technology, sales, and marketing, our team is focused on delivering innovative experiences and committed to helping institutions and enterprises transform their enterprise, advisor, and client value propositions.
VP, Customer Success
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Chief Vault Master
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CLIENT VAULT ACCOUNTS
AUM OF PARTNER FIRMS
PARTNER PROFESSIONALS
AUM OF PARTNER FIRMS
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new value paradigm with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
