PORTFOLIO MANAGEMENT INTEGRATIONReporting season, automated.
Connect multiple tools
Bring reports from NDEX and connected third-party tools together.
Automated report delivery
Performance reports filed to every client vault.
Clients notified
Alerts the moment new reports arrive.
Audited
Every delivery logged.
For firms that report with NDEX.
NDEX integration questions, answered.
What does the NDEX integration do?
It connects multiple third-party tools and automates delivery of performance reports to client vaults.
Are deliveries logged?
Yes. Every delivery 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.
Where is our data stored?
FutureVault uses AWS data centers in Canada, the United States and Europe, with backups in alternate regions to meet data residency requirements.
