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FEATURE OVERVIEW

Innovative and game-changing Trusted Advisor permissioning.

Our patented Trusted Advisor permissioning improves security, collaboration, and efficiency with third parties at every level of your organization.

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FutureVault Digital Vault Platform - Trusted Advisor Permissioning
FutureVault Digital Vault Platform - Trusted Advisor Permissioning
FutureVault Fiduciary Audit Trail

Precision Permissioning

Permission in key stakeholders and Trusted Advisors to provide them with access to entire folders, subsets of folders, or down to specific documents.

FutureVault Trusted Advisor Permissioning

Efficiency at Scale

Save significant time and money by reducing unnecessary back and forth actions by delegating actions to Trusted Advisors directly within the Vault.

FutureVault Bank Grade Security

Security & Compliance

By ensuring collaboration happens securely within the Vault, you can rest easy knowing your documents are safe while tracking all Trusted Advisor activity in real-time. 

Efficiency and security at every level of your organization

Real-world use-cases driving material value for all constituents.

FutureVault - Head Office and Admin

Back Office

Easily provide direct Vault access to 3rd party auditors and regulatory bodies, streamlining compliance and audit readiness amongst other materially value-added use cases.

FutureVault - Advisors and Professionals

Front Office

Advisors and wealth managers can easily grant collaborative access to internal and external service providers and specialists involved in key planning activities and initiatives.

FutureVault - Clients and Households

Households

Provide access to key family members, lawyers, accountants, and insurance agents, amongst others. These Trusted Advisors can view and manage personal, business, and financial documents to the benefit of all constituents.

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Improve permissioning and workflow efficiency

 

 

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Improve permissioning and workflow efficiency

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Coinsquare - FutureVault
Clarfeld Citizens Wealth - FutureVault
Bailard - FutureVault
Mandeville - FutureVault
NEO Stock Exchange - FutureVault
Christopher Enright - Aligned Capital Partners
5/5

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.

Christopher Enright

President & Managing Director, Aligned Capital Partners

FutureVault - Digital Vault Platform - White Logo

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