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FutureVault
FutureVaultAzure Active Directory
IDENTITY INTEGRATION · MICROSOFT ENTRA ID

Your directory.
Your permissions. Automatically.

Connect Azure Active Directory (now Microsoft Entra ID) to map roles and permissions, and to create admin accounts and vaults automatically, so access always matches your organization.

Azure Active Directory → FutureVault
DIRECTORY GROUPROLEACCESS
Advisors · TorontoAdvisorOwn households
ComplianceComplianceAll vaults, read-only
OperationsAdminBulk upload, provisioning
New hire: P. ShahAdvisorVault created
Roles synced automatically · Every change logged
What you get

Access control that keeps itself current.

Roles mapped from your directory

Directory groups become FutureVault roles and permissions.

Accounts and vaults provisioned

Admin accounts and vaults created automatically.

Least privilege by default

People see only what their role allows.

Every change logged

Access changes recorded on the audit trail.

How it works

From directory to vault access.

  1. 1ConnectLink Azure Active Directory.
  2. 2MapGroups mapped to roles and permissions.
  3. 3ProvisionAccounts and vaults created.
  4. 4GovernAccess stays in sync as people move.
Built for

For firms that manage access centrally.

BanksBroker-DealersWealth ManagementCredit Unions
Use cases
Advisor transitionsDocument governanceCompliance & audit readiness
100%
Access changes logged
Day 1
New hires provisioned
SOC 2
Type II examined
1M+
Client vaults
FAQ

Azure Active Directory questions, answered.

Does FutureVault support Microsoft Entra ID?

Yes. Azure Active Directory is now called Microsoft Entra ID, and FutureVault connects to it to map permissions and roles.

What does the integration automate?

It maps permissions and roles from your directory, and creates admin accounts and vaults.

Are access changes audited?

Yes. Every access change is recorded on the audit trail.

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.

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