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InsurMark and FutureVault Partnership

The Ultimate Digital Vault Solution for Future-ReadyFirms.

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. 

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ACME Financial Digital Vault

FutureVault has become an invaluable tool for our firm and has helped us improve the way we're handling client relationships, and of course, their documentation. 

InsurMark Advisor Name,
Firm Name

Changing the Paradigm of Data & Document Management for the Future the Better Everyone .

Introducing the

Personal Life Management Vault â„¢

Deliver the ultimate client experience by engaging with families and their next generation via the Personal Life Management Vaultâ„¢.

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Introducing the

Business Life Management Vault â„¢

Deliver your business customers a vault solution that will change the way they manage their documents, data, and information via the Business Life Management Vaultâ„¢.

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Digital vault technology will become the center piece of financial services and information management.

Digital Vaults are poised to become one of the single most important pieces of the modern tech stack within financial services and wealth management. In essence, the vault construct 'connects the disconnected' within organizations leading to massive efficiency gains and cost savings while at the same time introducing a new value proposition paradigm for enterprises, advisors, and their clients.

G Scott Paterson
Founder & Executive Chairman (Quoted July 2018)

G Scott Paterson - Executive Chairman of FutureVault

PLATFORM SOLUTIONS

Featured FutureVault Use Cases

Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money.

Deliver a unique digital 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.

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Confidently organize & manage client files.

Gain efficiency and save time with the most structured digital file cabinet for all client records and documentation.

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Meet books and records compliance.

Improve recordkeeping governance, streamline audits, and confidently meet FINRA and SEC books and records requirements.

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Securely exchange and receive documents.

Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators.

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Automatically deliver documents to clients.

Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other client documents via APIs.

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Reduce and eliminate paper(work).

Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.

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PLATFORM OVERVIEW

Demo the FutureVault Platform Today.

Discover how other firms and peers from your IMO are driving meaningful client engagement and leveraging FutureVault to help them scale.

  • Multiple Tiers
  • Trusted Advisors
  • Document Checklists
  • Integrations & APIs
  • Automation & AI
  • Intelligent Reminders
  • White-Labeling
  • eSignature Workflows
  • Custom Taxonomies
  • Branded Mobile Apps
  • Entities Management
  • Notification System
Explore the Platform
FutureVault ACME Financial Digital Vault

ONE PLATFORM.MULTIPLE TIERS.

Built for the Enterprise, Front Office, and Clients.

FutureVault connects the disconnected and supercharges the way back and front office teams deliver and exchange documents, significantly enhancing the digital client experience.

CLIENTS & HOUSEHOLDS

Take your clientvalue proposition to the future.

Provide clients (and their family) with a branded Personal Life Management Vaultâ„¢ to securely access, exchange, deliver, and manage critical documents.

  • The single source of truth for household documents
  • Engage with family members & trusted collaborators
  • Save time searching for, sharing, and receiving documents
  • Access critical information anytime, anywhere
  • Fiduciary audit trail on every document
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ACME Financial Digital Vault
ACME Financial - Advisor View of Client List
ACME Financial - Advisor View of Client List

FIRMS & ADVISORS

Take your firm'svalue proposition to the future.

The FutureVault difference means saving time and money, building more trust with clients, and having a more efficient (and secure) practice. It's that simple.

  • Securely exchange and deliver documents to clients
  • Single source of truth for all client documentation
  • Single source of truth for compliance documentation
  • Protect and safeguard client data and documents
  • Automate workflow via integration and APIs
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Compliance is in our DNA

What happens in the Vault,stays in the Vault.

FutureVault is PCI DSS and SOC 2 Type II certified and employs cybersecurity best practices to safeguard and protect your enterprise and client data, information, and documents.

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See Security Overview
FutureVault InfoSec and Compliance Features

INTEGRATIONS &OPEN APIs

Connect Your Tech Stack & Your Workflow

Easily scale front and back office document workflow, and improve your digital client experience by leveraging FutureVault's integration ecosystem of best-of-breed partnerships and accessing our trusted APIs.

Integration Overview
Integration Overview
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FutureVault Integrations and Open APIs

CONNECT WITH OUR TEAM

Book a Platform Demo

Drive engagement with your clients and their family members by delivering the Personal Life Management Vaultâ„¢ and gain 30% admin time and cost savings.

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CONNECT WITH OUR TEAM

Book a Platform Demo

Discover the power of the Personal Life Management Vaultâ„¢ for your clients and gain 30% admin and compliance time and cost savings.

Request a Demo →

Proud to partner with firms that trust us.

Trusted by thousands of professionals and hundreds of thousands of clients at well-known and reputable firms.

Aligned Capital Partners - FutureVault
Clarfeld Citizens Wealth - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Mandeville - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
Bailard - FutureVault
NBW Capital LLC
BT Family Office logo
Christopher Enright - Aligned Capital Partners
5/5

The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, Aligned Capital Partners (CI Financial)

5/5

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

Daniel Farmer - Board Member - FigTree

Frequently Asked Questions

What is a Digital Vault?

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.

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Vault Platform

Segments

Use Cases

Company

Resources

7 Proven Wealth Transfer Strategies

Understanding SEC Rule 17a4

Advisor Succession Planning

Contact Us

154 University Ave, Suite 601
Toronto, ON, M5H 3Y9
1-844-538-2858

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