NEWVault Insights AI: ask your vault anything, cited to the source.See how it works
FutureVault logo
Book a demo
Book a demo
DIGITAL VAULT

Your brand.
Your vault.
Every device.

A secure, branded home for every client document, on web, iOS and Android. Documents delivered, organized and protected, with nothing sent by email.

FutureVault branded client vault with documents, Vault Insights AI and upload requests
VAULT INSIGHTS AIWill is from 2014; the client married in 2022.Last will.pdf
CLIENT VAULTSBranded1M+client vaults on web, iOS and Android
SHARED ACCESS · 3 OF 4SpouseAccountantLawyerExecutor
The challenge

Your clients shouldn’t need a password manager to find their documents.

Portals nobody logs intoCustodian, bank and insurance portals each hold a piece, so clients give up and call you instead.
Email used as storageStatements and agreements live in inboxes, unprotected and impossible to take back.
Tools not built for householdsGeneric storage doesn’t understand families, accounts and the advisors around them.
Inside the Digital Vault

Everything a household owns. One secure place.

HARBOR PEAKWEALTH PARTNERSharborpeak.futurevault.com
Chen Family VaultCLIENT VAULT
HOUSEHOLD AUM$3.15MSchwab feed
DOCUMENTS214All accounts
SHARED WITH4 peoplePermissioned
Q3 2026 Schwab Statement.pdfStatements · CustodianOct 03
2025 Form 1099 Composite.pdfTax · CustodianFeb 14
Revocable Trust Amendment.pdfEstate · CounselAug 03
Investment Policy Statement (Signed).pdfPlanning · AdvisorSep 30
One vault per householdEvery document organized by account and type, in your brand.
KCKevin ChenOwner
MCMei ChenSpouse
RLRachel Leung, CPATax folder
MSMarcus Singh, J.D.Estate folder
Role-based access controlsEnterprise-scale permissions for your teams. Spouses, CPAs and lawyers see only what the client allows.
Annual review package2 of 4
Risk questionnaire
Beneficiary confirmation
2025 tax return
Trust certificate
Requests in the vaultClients upload what you need, from any device.
When does the Chen IPS need review?
The signed IPS is dated Sep 30, 2025. Your annual review is due by Sep 30, 2026.
Source 1Source 2
Answers on demandVault Insights AI, built into every vault.
3platforms, one branded experience
Web, iOS and AndroidYour brand on every device, with biometric login.
Kevin Chensigned IPS update · 2 min ago
Rachel Leung, CPAviewed 2025 Form 1099 · 14 min ago
Jordan Patelshared Q3 statement · 1 hr ago
A record of everythingEvery view, upload and share, timestamped.
How it works

Live in four steps.

  1. 1Brand itYour logo, colours and domain on web, iOS and Android.
  2. 2ConnectCustodians, CRM and eSignature feed documents in automatically.
  3. 3InviteClients, family and trusted advisors join their vaults.
  4. 4EngageRequests, reminders and AI insights keep relationships moving.
1M+
Client vaults
50+
Enterprise partners
10,000+
Partner professionals
$2.5T+
Partner AUM
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

Digital Vault questions, answered.

What is a digital vault?

A secure, encrypted home where a firm, its advisors and its clients store, exchange and act on important documents, with permissions and an audit trail on every action.

Can the vault carry our brand?

Yes. Client vaults are white-labeled with your brand on web, iOS and Android.

Can clients share documents with their accountant or lawyer?

Yes. Trusted Advisor permissioning gives each third party exactly the access the client chooses.

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
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 Bulk Document DistributionUp to 350,000 files an hour, each in the right vault.Explore 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