Existing FutureVault customers, integration and technology partners, and firms evaluating FutureVault can all request access. Our product team reviews every request.
Common builds include custodial and data integrations, CRM integrations, automated document delivery, reporting, and AI integrations through FutureVault MCP.
Our product team reviews your use case and follows up with API documentation and the right path to access for your firm.
Yes. FutureVault connects to 7,000+ apps through Zapier, so many workflows need no custom development.
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.
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.