DATA AGGREGATORS INTEGRATIONS
The numbers and the paper, finally together.
One source of truth
Aggregated, modelled data side by side with the documents behind it.
Middleware done for you
AppCrown handles aggregation, modelling and warehousing.
One view for advisors
Data and documents together inside the CRM advisors already use.
Use cases this unlocks.
8.82/10Highest Ezra Group integration score in Client File Sharing.Data aggregation questions, answered.
Which data partner does FutureVault work with?
AppCrown, a middleware, data modelling, aggregation and warehousing platform. Together, FutureVault and AppCrown offer a joint data-plus-documents proposition.
What does “data and documents converged” mean?
AppCrown aggregates and models client data, FutureVault secures and delivers the documents, and advisors see both in one view.
Where is Addepar?
Addepar is listed under portfolio management, where FutureVault provides single sign-on and document delivery.
Does FutureVault replace our CRM or document management system?
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.
Is FutureVault secure enough for our compliance and InfoSec teams?
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.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.