Platform

One vault. Every document. Total intelligence.

Intelligent Document Infrastructure for wealth, banking and insurance: the Document, Governance and Intelligence layers in one platform.

NEW

Ask your vault anything.

Vault Insights AI reads every document in a household and surfaces what matters, cited to the source.

IRA beneficiary differs from 2024 willRMD due Dec 31Trust certificate missing

SOC 2 Type II • 1M+ client vaults • 50+ enterprise partnersTalk to our team: book a demo

Solutions

Built for the firms that hold the most trust.

Tuned for every institution that serves clients through documents, and every workflow they run on.

By industry

By use case

CUSTOMER STORY

30%+

More efficient. Here’s how.

Aligned Capital Partners streamlined compliance and workflow across its advisor network with FutureVault.

SOC 2 Type II • 1M+ client vaults • 50+ enterprise partnersTalk to our team: book a demo

Integrations

Your stack. Connected. Your vault at the center.

Deep, two-way connections across custodians, CRMs, e-signature, alternatives and AI: 7,000+ apps and 1,000+ APIs.

#1 RATED

8.82/10

The highest-rated integrations in Client File Sharing.

Ezra Group WealthTech Integration Score, Client File Sharing category.

SOC 2 Type II • 1M+ client vaults • 50+ enterprise partnersTalk to our team: book a demo

Resources

The Pulse

Insight on documents, AI and the future of advice.

For wealth, banking and insurance leaders. One email, every month.

SOC 2 Type II • 1M+ client vaults • 50+ enterprise partnersTalk to our team: book a demo

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See you in your inbox.