PLATFORM OVERVIEW

Secure Document Management, For Everyone.

From the institutional enterprise level to your professionals and advisors through to your end clients, FutureVault makes it safe, secure, and easy to share important documents. Forever.

Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Manage Your Documents With Ease

FutureVault's white-labeled Digital Vault Platform provides organizations with an enterprise document management solution to securely manage document collaboration across the organization and with clients.

FutureVault - Secure Document Management

Secure Document Management

Securely deliver, store, and manage important documents and files across your organization and with your clients.

FutureVault - Platform - Clients - Organized

Intelligent & Intuitive Organization

Create the structure and organization you need to manage important documents across multiple entities.

FutureVault - Platform - Professional - Safe and compliant

Best-in-Class Security & Protection

Keep documents safe with world-class security standards and tools to meet your compliance requirements.

FutureVault - Platform - Multie-Tiered

Multi-Tiered
Collaboration

Easily manage documents across your organization, with your clients, and with their network of Trusted Advisors.

FutureVault - White Label Platform

White Label Branded Platform

Provide advisors and clients with a secure, white-labeled platform for a seamless brand experience. 

FutureVault - Digitization

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy documents and depositing them directly into your Digital Vault.

ENTERPRISE VAULTS

Built for Enterprises & Large Institutions

FutureVault - Platform - Enterprise - Grow and Scale

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

FutureVault - Platform - Enterprise - Grow and Scale

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

FutureVault - Platform - Enterprise - Multi-Tiered

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

FutureVault - Platform - Enterprise - Multi-Tiered

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

FutureVault - Platform - Enterprise - Integrate

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

FutureVault - Platform - Enterprise - Integrate

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

FutureVault - Platform - Enterprise - Protect

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

FutureVault - Platform - Enterprise - Protect

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

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PROFESSIONAL VAULTS

Built for Advisors, Portfolio Managers & Service Providers

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FutureVault - Platform - Professional - Grow

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

FutureVault - Platform - Professional - Grow

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

FutureVault - Platform - Professional - Engage and retain

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

FutureVault - Platform - Professional - Engage and retain

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

FutureVault - Security - 24-7 Vault Access

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

FutureVault - Security - 24-7 Vault Access

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

FutureVault - Platform - Professional - Safe and compliant

Safety & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

FutureVault - Platform - Professional - Safe and compliant

Safety & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

CLIENT VAULTS

Built for Clients, Members & End Users

FutureVault - Platform - Clients - Save time and money

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

FutureVault - Platform - Clients - Save time and money

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

FutureVault - Platform - Clients - Organized

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

FutureVault - Platform - Clients - Organized

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

FutureVault - Platform - Enterprise - Protect

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets, and information in an encrypted private cloud with bank-grade security.

FutureVault - Platform - Enterprise - Protect

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets and information in an encrypted private cloud with bank-grade security.

FutureVault - Platform - Enterprise - Multi-Tiered

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

FutureVault - Platform - Enterprise - Multi-Tiered

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

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Advanced Features To Manage Your Workflow

Our Digital Vault Platform is equipped with the right tools and features to help you improve the way you manage, store, and share important information across your organization, with your clients, and with their Trusted Advisors.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help. 

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help. 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

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