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Client Documents

Simplified. Organized. Optimized.


FutureVault delivers a branded digital vault platform for organizations and clients to share and take care of important documents. Together.


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Finally. An enterprise document management platform
built to securely connect everyone.  

From the enterprise to staff to the client and back. FutureVault has your back. 


White Label Client Portal

Launch a fully branded, configurable and integrated portal experience for your team and your clients. 


Secure File Transfer & Distribution

Send files of any size to employees or clients securely through your multi-tiered vault platform.


Personal & Business Life Management Vault™

Become the digital hub in your clients’ lives by offering a private Digital Vault to manage their most important information.


Document Digitization

Digitize your historic paper records and have them automatically uploaded into your vault portal.

For Businesses & Organizations


Securely Deliver Documents with Ease

Deliver key documents to end users safely and securely without relying on email, FTP or paper-based processes. FutureVault’s platform automates document delivery and creates a private, branded environment to connect with clients like never before. 


Drive Client Acquisition & Retention

Acquire and retain clients, members, and employees, while unlocking new and recurring revenue streams. FutureVault’s platform deepens and extends client relationships as the digital hub in clients’ lives. 


Increase Efficiency & Reduce Costs

Maximize operational efficiencies, maintain compliance obligations and reduce costs by streamlining workflows and shredding paper-based processes. FutureVault’s patent-pending technology drives workflow automation to save valuable time.


An Integrated Digital Safe Deposit Box

FutureVault’s Client Vault Platform provides a secure portal for client collaboration in the cloud and can be integrating into an existing client experience or offered as a stand-alone destination. The client experience can be extended with a Premium Vault, which offers a digital safe deposit box for clients to manage their Çother important personal and business documents across multiple entities.


Secure Access. Anytime, Anywhere.

Documents are accessible anytime via web or mobile. FutureVault leverages enterprise-grade security best practices to protect the privacy and integrity of your information at all times, including multi-factor authentication, biometrics and AES-256 bit encryption.


Advanced Collaboration Made Easy

FutureVault enables end users to easily collaborate with their external network of trusted advisors, including wealth advisors, financial planners, accountants, lawyers, family members, assistants, colleagues, etc. All activities are tracked in a secure, fiduciary audit trail. 

For End Clients, Members & Customers

Trusted by Reputable Organizations Everywhere

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.

“FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk."

– Daniel Farmer, Chairman & CEO, FigTree Financial

As Featured In

Secure, anytime, anywhere access.
At your fingertips.

Scan, upload, search and view key client or corporate documents from the FutureVault app or launch your own branded app experience.

Security is Everything.

Whether in transit or at rest, your information is secured using best-in-class encryption and privacy systems similar to some of the world’s largest financial institutions.

Ready To Get Started? Let’s Do This.

Let us show you how FutureVault can help you easily transform your organization and engage your clients.

Contact us today to speak with one of our Solution Experts.