REVENUE & FEES INTEGRATIONRevenue reporting without the spreadsheets.
Fee-based commission reports
Delivered straight to each advisor’s vault.
Expense reports
Filed automatically, by period.
Statements
Delivered to the right client vaults.
Audited
Every delivery logged.
For firms that bill with PureFacts.
PureFacts questions, answered.
Which PureFacts documents does FutureVault deliver?
Expense reports, fee-based commission reports and statements.
Who receives them?
Reports are delivered to the right advisor and client vaults automatically.
Is delivery secure?
Yes. Reports are delivered into encrypted vaults, with every delivery logged.
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.