NEWVault Insights AI: ask your vault anything, cited to the source.See how it works
FutureVault
Book a demo
Book a demo
REVENUE & FEES INTEGRATIONS

Fee and commission reports.
Delivered automatically.

Connect PureFacts to deliver expense reports, fee-based commission reports and statements automatically, to the right advisor and client vaults.

PureFacts
FutureVaultREVENUE REPORTINGExpense reports deliveredFee-based commission reportsStatements filedEvery delivery logged
Why connect

Revenue reporting without the spreadsheets.

Automatic delivery

Reports and statements land in the right vaults.

Advisor-ready

Commission reports delivered straight to advisors.

Audited

Every delivery recorded.

Partners

Revenue platforms we connect with.

PureFactsPureFactsAutomate delivery of expense reports, fee-based commission reports and statements.
  • Expense reports delivered automatically
  • Fee-based commission reports
  • Statements filed to vaults
See the integration
How it works

From billing run to vault.

  1. 1RunGenerate fee and commission reports.
  2. 2DeliverReports filed to advisor and client vaults.
  3. 3NotifyRecipients alerted automatically.
  4. 4AuditEvery delivery logged.
Put it to work

Use cases this unlocks.

Custodial statement deliveryDocument governance
Ezra Group Superior Integration Score badge8.82/10Highest Ezra Group integration score in Client File Sharing.
FAQ

Revenue integration questions, answered.

Which revenue platform does FutureVault integrate with?

PureFacts.

Which reports are delivered?

Expense reports, fee-based commission reports and statements.

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.

Browse other categories
CRMCustodiansData aggregatorseSignaturePortfolio managementIdentityWorkflow automationAlternativesData platforms