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FutureVault
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BULK DOCUMENT DISTRIBUTION

Scale your document
distribution & delivery.

Statements, tax forms and reports received over encrypted SFTP, mapped to the right vault, tagged and filed automatically, at any scale.

Bulk distribution console with batches, throughput and exceptions
EXCEPTIONS412 files matched no vault and were routed for review.Exception report.csv
THROUGHPUTSFTP350,000files delivered an hour
Q3 BATCH · 3 OF 4ReceivedMatchedDeliveredClients notified
The challenge

Statement day shouldn’t be the worst day of your operations team’s month.

Files from every custodianEach custodian sends documents in its own format, on its own schedule.
Manual matching to clientsSomeone has to match every file to the right household, by hand.
Delivery you can’t proveMailing and emailing leaves no record of what reached whom, and when.
Inside Bulk Distribution

Every statement. Every tax form. In the right vault.

HARBOR PEAKWEALTH PARTNERS
1ReceiveEncrypted SFTP from Schwab, CIIS, NBIN, Axos
2MatchEach file mapped by account number
3TagAccount, client, type and period applied
4NotifyClients alerted on web and mobile
Custodian to client, automaticallyReceived, matched, tagged and delivered, with no manual step.
350Kfiles delivered per hour at peak
Built for peak seasonEnterprise throughput when it matters most.
Q3 statement run3 of 4
48,210 files received
48,198 matched to vaults
12 exceptions routed for review
Clients notified
Tonight’s batchTrack every run, file and exception.
HARBOR PEAKWEALTH PARTNERSharborpeak.futurevault.com
Chen Family VaultCLIENT VAULT
HOUSEHOLD AUM$3.15MSchwab feed
DOCUMENTS214All accounts
SHARED WITH4 peoplePermissioned
Q3 2026 Schwab Statement.pdfStatements · SchwabOct 03
Q3 2026 NBIN Statement.pdfStatements · NBINOct 03
2025 Form 1099 Composite.pdfTax · SchwabFeb 14
Lands in the right vaultFiled by account, type and period, ready for clients.
Encrypted SFTPOn
Retention7 years
Paper suppressionOpted in
Delivery with controlsRetention and access set before anything is sent.
Schwab feeddelivered 48,210 statements · 2 min ago
Kevin Chenopened Q3 statement · 14 min ago
Operationsresolved 12 exceptions · 1 hr ago
Proof of deliveryKnow who received, opened and downloaded every file.
How it works

Five steps. Zero manual work.

  1. 1ReceiveCustodial files arrive over encrypted SFTP.
  2. 2MapEach document matched to its household.
  3. 3TagMetadata applied on ingest.
  4. 4AuditEvery batch tracked and logged.
  5. 5NotifyClients alerted automatically.
350K+
Files per hour at peak
10M+
Documents in one month, one client
100%
Batches tracked and audited
1M+
Client vaults
WHY FUTUREVAULT LEADS

The document infrastructure
others are measured against.

See how we compare
#1Integrations in Client File SharingEzra Group integration score, 8.82/10
1,000+API endpointsPlus 7,000+ apps through Zapier
350KFiles delivered per hourCustodial delivery at enterprise scale
SOC 2Type II examinedOperational security, independently examined
1,325%ROI on IDPDocumented for a tier-1 institution
MCPGoverned AI, built inClaude, ChatGPT and agents, permissioned and logged
NOT EMAIL ATTACHMENTSNo vault, no permissions, no audit trail, and no way to take a document back.
NOT GENERIC FILE SHARINGBuilt for internal teams and shared links, not for clients, households and custodians.
NOT DOCUMENT DRAWERSStorage without custodial delivery, document intelligence or governed AI.
FAQ

Bulk distribution questions, answered.

How fast is bulk distribution?

FutureVault delivers up to 350,000 files an hour at peak, and has delivered more than 10 million documents in one month for a single client.

How are documents delivered securely?

Custodial documents are received over encrypted SFTP and delivered securely into each client vault, with a full audit trail for every batch.

Which custodians are supported?

Including Schwab, CI Investment Services, NBIN, Axos and Fidelity Clearing Canada (FCC).

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.

What does FutureVault integrate with?

Custodians including Schwab, Axos, CI Investment Services, NBIN and Fidelity Clearing Canada; CRMs including Salesforce and Microsoft Dynamics; DocuSign and Adobe Sign; portfolio, alternatives and identity platforms; Zapier; and 1,000+ API endpoints. FutureVault holds the highest Ezra Group integration score in Client File Sharing.

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.

The platform

Better together.

Platform overview
Digital VaultBranded client vaults on web, iOS and Android.Explore Vault Insights AIAsk any vault a question. Answers cited to the source.Explore Intelligent Document ProcessingClassify, extract and act on document data at scale.Explore Document LakeEvery document from every source in one governed place, ready for retrieval and AI.Explore Document Lake Secure Document ExchangeRequests, checklists and two-way sharing. No email attachments.Explore Onboarding & Account OpeningCollect, sign and file new-account paperwork in one flow.Explore FutureVault MCPConnect Claude, ChatGPT and your AI tools, fully governed.Explore Security & TrustSOC 2 Type II, encrypted in transit and at rest.Explore