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DEVELOPERS · API ACCESS

Build on FutureVault.
1,000+ API endpoints.

Request access to the FutureVault API and developer documentation. Tell us what you’re building and our product team will follow up with next steps.

1,000+API ENDPOINTS7,000+APPS VIA ZAPIER#1EZRA GROUP INTEGRATIONS
  1. 1Tell us what you’re buildingYour use case, the systems you want to connect and the volumes you expect.
  2. 2Our product team reviews itEvery request goes straight to the FutureVault product team.
  3. 3Get documentation and next stepsWe’ll follow up with API documentation and the right path to access.

Request API access

Your request goes straight to our product team.

Encrypted in transit. We never share your details.Ezra Group Superior Integration Score badgeSOC 2 Type II examinedWealthTech100 2022, FinTech Global5-Star WealthTech Provider 2022–2025, Wealth Professional Canada
FAQ

API access, answered.

Who can request API access?

Existing FutureVault customers, integration and technology partners, and firms evaluating FutureVault can all request access. Our product team reviews every request.

What can I build with the FutureVault API?

Common builds include custodial and data integrations, CRM integrations, automated document delivery, reporting, and AI integrations through FutureVault MCP.

What happens after I submit a request?

Our product team reviews your use case and follows up with API documentation and the right path to access for your firm.

Is there a no-code option?

Yes. FutureVault connects to 7,000+ apps through Zapier, so many workflows need no custom development.

Does FutureVault replace our CRM or document management system?

No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.

Is FutureVault secure enough for our compliance and InfoSec teams?

FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.

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