NEWVault Insights AI: ask your vault anything, cited to the source.See how it works
FutureVault logo
Book a demo
Book a demo
FutureVault logoFUTR Planning logo
ADVISOR LEAD GENERATION · FUTR PLANNING × FUTUREVAULT

Partner with us.
Grow your business.
Scale with confidence.

Our volume-discounted advisor lead generation program, powered by FUTR Planning, delivers planning-qualified prospects to your advisors. FutureVault prospect and client vaults then help you grow, manage and scale your business.

LEAD. PROSPECT. CLIENT.
  1. LeadA prospect starts a FUTR plan.
  2. ProspectA plan in 2 to 3 minutes makes them planning-qualified.
  3. Prospect vaultA secure, branded vault from day one.
  4. OnboardDocuments collected, signed and filed.
  5. New clientOngoing service in the same platform.
Volume
Discounted lead packages
2–3 min
To a FUTR plan
Day 1
Prospect vault for every lead
5–10
Leads a month, launch promotion*
Advisor lead generation

Partner with us to grow.

Volume-discounted lead packages, sized to your firm’s scale and segment, with prospect and client vaults to manage and scale every new relationship.

  1. 1Choose your volumeVolume-discounted lead packages. The more you grow, the lower the cost per lead.
  2. 2Receive qualified leadsPlanning-qualified prospects delivered directly to your advisors.
  3. 3Grow, manage, scaleProspect and client vaults carry every lead from first plan to long-term client.
[Package pricing and volumes by size, scale and segment to confirm]
LAUNCH PROMOTION5–10
FUTR Planning leads, every month.New FutureVault customer partners receive 5 to 10 planning-qualified FUTR Planning leads per month as a launch promotion, delivered directly to their advisors.Lead volumes start at 5 to 10 a month and scale to 100+ for larger teams, based on firm size and number of advisors. Program details are confirmed with each firm.
Join the program
What you get

Grow, manage and scale your business.

Grow

Planning-qualified opportunities delivered directly to advisors and their teams, so new relationships start with intent.

Manage

A secure, branded prospect vault on day one, then a client vault for every new relationship.

Scale

Volume-discounted packages grow with you, and every new client runs on the same platform.

How it works

From first plan to new client, in one ecosystem.

  1. 1PlanProspects complete a FUTR plan in 2 to 3 minutes.
  2. 2DeliverLeads and planning opportunities go directly to your advisors.
  3. 3VaultA secure prospect vault opens on day one.
  4. 4OnboardCollect, sign and file new-account documents.
  5. 5ServeOngoing service and documents, in one platform.
Why it matters

Streamlined in one secure ecosystem.

More secureProspect and client documents live in an encrypted, permissioned vault, never in email.
More efficientLeads, plans, onboarding and service run in one connected flow, with no re-keying.
ConnectedFUTR Planning and FutureVault work as one ecosystem, from first plan to new client.
FutureVault client onboarding workflow with documents collected, eSignature status and vault entities
JOIN THE PROGRAM

Partner with us.
Start growing.

Tell us about your firm. Our team will respond first, walk you through the program and lead volumes for your size, then introduce you to FUTR Planning.

  1. 1Tell us about your firmFirm type, team size and growth goals.
  2. 2Talk to FutureVaultWe’ll size the program to your team, from 5 to 10 leads a month to 100+.
  3. 3Meet FUTR PlanningWe introduce you to the FUTR Planning team to launch.

Get started with Advisor lead generation

Our team will reply within one business day.

Encrypted in transit. We never share your details.Ezra Group Superior Integration Score badgeSOC 2 Type II examinedWealthTech100 2022, FinTech Global5-Star WealthTech Provider 2022–2025, Wealth Professional Canada
FAQ

FUTR Planning and FutureVault, answered.

What is FUTR Planning?

FUTR Planning turns leads into planning-qualified opportunities. Prospects complete a FUTR plan in 2 to 3 minutes, and the opportunity goes directly to advisors and their teams.

What makes a lead planning-qualified?

The prospect has completed a FUTR plan, so advisors start the conversation with real context about their goals.

What happens after a lead arrives?

FutureVault takes it from there: a secure prospect vault from day one, onboarding through to new client, and ongoing service, in one platform.

How does Advisor lead generation work?

Choose a volume-discounted package of FUTR Planning leads sized to your firm’s scale and segment. Leads arrive planning-qualified, and FutureVault prospect and client vaults help you grow, manage and scale every new relationship. [Package pricing to confirm.]

What is the launch promotion?

New FutureVault customer partners receive 5 to 10 FUTR Planning leads per month. Lead volumes start at 5 to 10 a month and scale to 100+ for larger teams, based on firm size and number of advisors. Program details are confirmed with each firm.

Is prospect and client data secure?

Yes. Documents live in encrypted, permissioned vaults with a complete audit trail. FutureVault is SOC 2 Type II examined.

Do we need FutureVault to use FUTR Planning?

[To confirm with FUTR Planning: whether FUTR Planning is available on its own, and how leads are delivered outside FutureVault.]