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FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
INTEGRATION OVERVIEW
Seamlessly Connect and Integrate Your Workflow to 7,000+ Tools and Applications
Scale back, middle, and front office operations and workflow while enhancing your advisor and client experience with FutureVault's best-of-breed integration partners and 1,000+ API endpoints. FutureVault integrates with CRMs, Client and Advisor Portals, eSignature tools, and more.
CONNECT. AUTOMATE. SCALE. GROW.
Featured FutureVault Integrations
CRM
Seamlessly access FutureVault from within Salesforce, SSO, push activity to Salesforce, and more.
CRM
A complete and seamless experience of FutureVault within Amplify Solutions' robust and turnkey CRM (built on Microsoft Dynamics).
CRM
A complete and seamless experience of FutureVault embedded within Microsoft Dynamics CRM for Advisors and Admin users.
CRM
A complete and seamless experience of FutureVault within Infinite's Melody turnkey CRM solution.
CUSTODIAN
Automate & centralize the delivery and distribution of CIIS statements, tax slips, trade confirms to clients.
CUSTODIAN
Automate & centralize the delivery of Schwab custodial documents directly into client Vaults.
CUSTODIAN
Automate & centralize the delivery of NBIN statements, tax slips, trade confirms to your clients.
CUSTODIAN
Automate & centralize the delivery of Axos statements and custodial documents to your clients.
CUSTODIAN
Automate & centralize the delivery of FCC statements and custodial documents to your clients.
DATA AGGREGATOR
Connect and integrate custodial data, information, and documents into Salesforce with access to FutureVault.
DATA AGGREGATOR
Automatically ingest and view Addepar reports from within Salesforce to bring all your documents into one spot.
DATABASE DIRECTORY
Connect Active Directory and FutureVault to map permissions and roles, while also creating new admin accounts and Vaults.
E-SIGNATURE
Connect your DocuSign account to automatically file e-signed documents and create new Vaults to augment onboarding.
E-SIGNATURE
Connect your Adobe Sign account to FutureVault to automatically file e-signed documents and create new Vaults.
PORTFOLIO MANAGEMENT
Seamlessly access FutureVault from d1g1t (via SSO) and automate the delivery of performance reports to clients.
PORTFOLIO MANAGEMENT
Automate the delivery of performance reports from Harmony directly to Clients and include an in-review workflow.
PORTFOLIO MANAGEMENT
Connect and integrate multiple third-party tools and automate the delivery of performance reports.
WORKFLOW AUTOMATION
Connect and integrate to more than 7,000 apps and tools to automate tasks and critical workflow across your firm.
REVENUE EXPENSE
Automate the delivery of expense reports, fee-based commission reports, and statements to Advisor and Client Vaults.
BUILD WITH FUTUREVAULT APIs
Build with Flexibility and Drive Efficiency with FutureVault APIs.
Access 1,000+ API endpoints to authorize permission access, upload and view documents, extract critical document data from documents, scale workflow, and grow.
