The Ultimate Digital Vault Solution for Future-ReadyAdvisors.
InsurMark and FutureVault have partnered to provide you with access to the ultimate digital vault for your firm and your clients.
The #1 digital vault solution for advisors to significantly improve the way critical documents are accessed, stored, shared, and exchanged with clients, family members, and their network of Trusted Advisors.
FutureVault is the highest quality online digital vault with government grade security to protect your clients’ documents and information all branded to you as the clients’ trusted advisor offering value beyond just a digital vault, the capabilities are limitless!
Randy Yost, Senior VP, Advisor Development Consultant
PLATFORM SOLUTIONS
Featured FutureVault Use Cases
Explore how your peers are using FutureVault to gain efficiency and deliver the ultimate client experience.
Deliver a uniquedigital client experience.
Drive engagement with families (and the next-gen) by making it easier than ever to store, access, and manage their life's most important documents.
Your Clients Deserve the Best Experience. Why Not Give Them That?
With FutureVault you can deliver the ultimate client experience, driving more engagement with your clients and building trust that spans generations.
Securely manageeverything in one place.
Make it easy for your clients to manage their personal, business, and financial information, data, and documents within a secure single-source-of-truth.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
Equip your clients with the ability to add multiple family members (spouses, parents, children) via entities to effectively manage their life's most important documents.
A Digital Vault is the virtual equivalent of a safety deposit box to store critical documents, data, and information. Digital Vaults are quickly becoming a must-have technology in equipping institutions, firms, and professionals with structure, security, and efficiency to streamline and automate document-driven processes, and deliver tremendous value to clients.
Is FutureVault secure and compliant?
FutureVault adheres to world-class cybersecurity protocols, including bank-grade encryption in-transit and at-rest. We proudly maintain SOC 2 Type II and PCI DSS certifications, giving your organization peace of mind in knowing that your enterprise, advisor, and client data and documents are kept safe and secure.
What types of organizations and firms do you work with?
FutureVault is recognized as an industry leader in the financial services and wealth management industry. We proudly work with Broker-Dealers, independent advisory firms and Registered Investment Advisors (RIAs), Single and Multi-Family Offices, Insurance Distributors, Accounting Firms, Credit Unions, and Banks.
Can FutureVault automate the delivery of critical documents?
FutureVault can provide massive admin, back-office, and front-office efficiency by automating the secure delivery of critical documents including client statements, account opening documentation, tax documents, portfolio-related reports, and more via tight integration, Open APIs, and secure bulk uploads.
Can this be used as a client portfal?
Yes, FutureVault can be delivered as a stand-alone client portal to manage and access client information and documents. Our platform can also be tightly integrated into your existing advisor and client portals via Single-Sign-On (SSO) integration.
Do you have public APIs?
FutureVault has public RESTful APIs that can be accessed and consumed upon request. We can provide your technical resources with FutureVault for Developers access, API documentation (including postman collections), and a developer sandbox portal to test and experiment APIs before publishing.
