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.
DOCUMENT MANAGEMENT & COLLABORATION FEATURES
PRODUCTIVITY & WORKFLOW FEATURES
SECURITY & COMPLIANCE FEATURES
Easily provide Digital Vaults for your back office, business managers and advisors, and your clients. Customize the structure and organization of your Vault to make it easy for everyone to access, store, and manage their documents.
Essential or Premium Vaults can be offered.
Securely request, receive, and store key documents and important files—of any size. Whether on a 1-to-1 or 1-to-many basis or many-to-1 basis, FutureVault makes it quick and easy to deliver key documents to your clients' Vaults.
Significantly improve the way you onboard new clients with unique integrations and automated workflows. By providing your clients with a secure Digital Vault that they can easily access, you'll give them a reason to stick around for good.
Paperwork creates more work. That's why we've teamed up with global leaders in innovative storage management services to digitize your historic paper records and have them automatically uploaded into your Vault portal saving you significant time and money.
Managing important information has never been easier. Collaborate on different organizational levels from your head office to your advisors and business managers to your clients, and back.
Trusted Advisor permissioning allows your clients to collaborate with and share important documents with their accountants, lawyers, wealth managers, and more.
Clients can upload, download, share and digitally sign important documents with simple and collaborative workflows. Dynamic Checklists significantly improve the way you collect documents and information.
Leverage FutureVault’s patented technology to automate tasks, like document filing. Our AI-based Smart Filing feature and Optical Character Recognition (OCR) identifies the type of document uploaded, suggests where to file it, and even allows you to search through the text of all your documents in seconds.
The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
President & Managing Director, Aligned Capital Partners
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Chairman & CEO, FigTree Financial