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FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
DOCUSIGN WORKFLOW INTEGRATION
Automate document delivery with our DocuSign integration.
Automate the creation of Vaults and seamlessly deliver any and all e-signed document with the power of our DocuSign integration.
FUTUREVAULT + DOCUSIGN
Leverage FutureVault’s Unique DocuSign workflow integration to streamline operational efficiency and document delivery
Create Client Vaults Automatically
Onboarding processes driven by DocuSign can automatically create new Vault accounts, making for a quick and smooth client experience.
Seamlessly Deposit Documents
eSigned documents are automatically deposited directly into specified folders within Vault accounts. Users can easily find documents with search or browse features via web or mobile experience.
- Securely connect your DocuSign Organization with your white label FutureVault Platform
- Easily link DocuSign users with FutureVault users via custom workflow mapping
- eSign documents or send documents for eSignature directly from your Vault account
- Engage multiple internal or external parties in the eSignature workflow
- Automatically deposit eSigned documents into one or many Vault accounts and specific folders
- Maintain full fiduciary audit trail of eSigning process directly in your Vault account
INTEGRATION & API CONNECTIVITY
Leverage our APIs to connect to other systems and tools
Built on Open APIs with more than 1,000 API endpoints, FutureVault allows enterprises and firms to connect to systems and third-party tools to automate document delivery and streamline enterprise-wide workflow within and across your enterprise, lines of business, advisors, and clients.
BY THE NUMBERS
Committed to helping great organizations do more .
$850B+
AUM OF PARTNER FIRMS
400,000+
CLIENT VAULT ACCOUNTS
6,000+
PARTNER PROFESSIONALS
Scale compliance, operations, and client servicing with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Christopher Enright
President & Managing Director, Aligned Capital Partners (CI Financial)
