CUSTODIAN INTEGRATION · CANADAEvery document type. Delivered automatically.
Statements
Monthly and quarterly account statements, filed to every client vault the moment they’re ready.
Tax slips
Tax slips, including T5s, T3s and T5008s, delivered before clients ask.
Trade confirms and reports
Trade confirmations and account reports, organized by account and period.
Onboarding and account opening
New account applications and account opening documents, filed to the client’s vault.
For firms that custody with CIIS.
CIIS integration questions, answered.
Which CIIS documents does FutureVault deliver?
Monthly and quarterly statements, tax slips, including T5s, T3s and T5008s, trade confirms and reports, and onboarding and account opening documents, filed to the right client vault automatically.
How do CIIS documents reach client vaults?
CIIS files are received over encrypted SFTP, matched to each household by account number, tagged and filed, and clients are notified on web and mobile.
Does it support CIRO recordkeeping?
Every delivery is encrypted and logged, and documents are retained with permissions and a complete audit trail that help firms meet CIRO requirements.
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.
