FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
With the Personal Life Management Vault™, you can deliver the ultimate client experience, driving more engagement with households and building generational trust.
Make it easy for your clients to manage their personal, business, and financial information, data, and documents within a secure single-source-of-truth.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
MYour clients (and family members) can access critical information and documents anytime, anywhere, 24-7 on their desktop, tablet, or mobile devices.
Equip your clients with the ability to add multiple family members (spouses, parents, children) via entities to effectively manage their life’s most important documents.
Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.
Jodi R., Wealth Advisory Operations Management
Trusted Advisors (Collaborators) can easily (and securely) upload, access, and manage documents, folders, or sub-folders. Trusted Advisors can be family members, accountants, lawyers, external planners, and more.
US20220075807A1 (Systems and methods for sharing documents)
Effectively filter and dynamically view documentation, data, and information in real-time associated with the Entities created and managed by your clients.