PORTFOLIO MANAGEMENT INTEGRATIONS
Reporting season, automated.
Automatic delivery
Performance reports land in every client vault.
Review before release
Hold reports for review before clients see them.
Single sign-on
Open FutureVault straight from your platform.
Portfolio platforms we connect with.
d1g1tAccess FutureVault from d1g1t via SSO and automate delivery of performance reports to clients.- Access FutureVault via SSO
- Automated report delivery
- Built for wealth firms
NDEX SystemsConnect multiple third-party tools and automate delivery of performance reports.- Connect multiple third-party tools
- Automated report delivery
- Built for wealth firms
AddeparAccess FutureVault from Addepar with single sign-on, and deliver Addepar reports and documents to client vaults automatically.- Single sign-on from Addepar
- Reports and documents delivered
- Clients notified
OneVestConnect OneVest’s wealth platform to deliver reports and documents to client vaults automatically.- Reports and documents delivered
- Branded client experience
- Scope to confirm
Infinite Investment Systems (Harmony)Automate delivery of performance reports from Harmony, Infinite’s portfolio management system, with an in-review workflow.- Harmony performance reports delivered
- In-review workflow before release
- Pairs with Infinite’s CRM
Use cases this unlocks.
8.82/10Highest Ezra Group integration score in Client File Sharing.Portfolio management questions, answered.
Which portfolio management platforms does FutureVault integrate with?
d1g1t, NDEX Systems, Addepar, OneVest, and Harmony from Infinite Investment Systems.
Can reports be reviewed before clients see them?
Yes. The Harmony integration includes an in-review workflow before reports are released.
Is single sign-on supported?
Yes. d1g1t users can access FutureVault via SSO.
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.