COMPARE · FUTUREVAULT VS SIDEDRAWERA drawer opens for anyone with the key.
A vault opens for exactly the right people.
When a drawer calls itself a vault, we take it as a compliment.
SideDrawer describes itself as a collaborative digital vault platform. We’re flattered. FutureVault was built as a vault from day one, for the firms that need one most. For us, the vault isn’t a feature or a metaphor. It’s in our name.
What the difference looks like.
We know the answer. So do your clients.
FutureVault vs SideDrawer for financial services.
| Capability | FutureVault | SideDrawer | Edge |
|---|---|---|---|
| Built for | Enterprise wealth, banking, insurance and family offices | Wealth managers, enterprises and families, including a free consumer plan | FUTUREVAULT |
| Open API | 1,000+ endpoints | 650+ REST endpoints | FUTUREVAULT |
| Integration rating | #1 in Client File Sharing, Ezra Group (8.82/10) | Not the category leader | FUTUREVAULT |
| Custodian feeds built in | Schwab, CIIS, NBIN, Axos, Fidelity Clearing Canada | None listed on its integrations page | FUTUREVAULT |
| Bulk statement delivery | Up to 350,000 files an hour over encrypted SFTP | Not published | FUTUREVAULT |
| AI answers inside the vault | Vault Insights AI: plain-language answers, cited to the source document | docAI extraction and AI-ready indexing | FUTUREVAULT |
| Governed AI for Claude, ChatGPT and agents | FutureVault MCP, permissioned and logged | Not listed on sidedrawer.com | FUTUREVAULT |
| Intelligent Document Processing | Built in, with a documented 1,325% ROI | docAI extraction | FUTUREVAULT |
| Third-party access | Patented Trusted Advisor permissioning | Collaborator permissions | FUTUREVAULT |
| White-label web and mobile | Yes, web, iOS and Android | Yes, white-label portal and mobile apps | TIE |
| SOC 2 Type II | Yes | Yes | TIE |
| Scale | Partner firms with $2.5T+ AUM and 10,000+ professionals | 5,000+ advisors, per SideDrawer | FUTUREVAULT |
Built for enterprise scale.
More open, more connected
1,000+ API endpoints and built-in custodian feeds from Schwab, CIIS, NBIN, Axos and Fidelity Clearing Canada.
AI built in, not bolted on
Vault Insights AI answers from a household’s own documents, cited to the source, and FutureVault MCP governs every AI tool.
Automation at scale
Statements, tax forms and reports delivered from custodians at up to 350,000 files an hour.
When is SideDrawer the better fit?
If you want a free personal vault for your own family documents, a consumer plan may be all you need. If you run a firm that needs custodial delivery at scale, the most open API, governed AI and enterprise integrations across every advisor and client, FutureVault is built for exactly that.