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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™.
FUTUREVAULT MCP IS NOW AVAILABLE
FutureVault MCP Gives AI Tools Direct Access to Your Document Infrastructure
FutureVault MCP gives firms a secure, governed connection between AI tools like Claude and ChatGPT and their document infrastructure, without breaking permissions, governance, or data privacy controls.
WHAT IS FUTUREVAULT MCP
FutureVault MCP is the Bridge Between Your Document Infrastructure and the AI Tools Your Firm and Advisor Teams Already Use
Model Context Protocol (MCP) is the “new API” and is quickly becoming the standard that allows AI tools to securely search, read, and reason over your data using natural language.
FutureVault MCP connects directly to the documents and data already stored across your vaults. Private LLMs ensure everything stays within your firm’s own security and privacy framework — never passed to external models or shared infrastructure. The same permissions, retention controls, and governance that govern your vault govern every AI interaction.
YOUR DOCUMENTS, STRUCTURED AND READY
Every Document and Every Vault Becomes Intelligence AI Can Reason Over.
Documents are still one of the biggest sources of untapped information and intelligence. FutureVault structures documents into indexed, searchable intelligence across Client, Advisor, and Enterprise Vaults, ready for AI to surface insights and automate Next-Best-Actions.
AUTOMATED NEXT-BEST-ACTIONS
From Insights to Next-Best-Actions, Without a Single Manual Step.
FutureVault MCP doesn't just tell you what needs attention. It automatically triggers the actions that follow, removing the burden of document chasing, context gathering, and repetitive admin work that slows teams down and creates compliance bottlenecks.
THE GROWING AI ECOSYSTEM
FutureVault is the Document Infrastructure Layer for the AI Ecosystem Being Built Around MCP.
FutureVault MCP connects to any MCP-compatible system, AI agent, or orchestration tool to power your workflow and scale.
UNLOCK INTELLIGENCE WITH FUTUREVAULT MCP
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BUILT FOR BFSI AND ENTERPRISES
Governance and Privacy Built to Scale
Every query and every triggered action runs inside the firm's existing permission structure. Advisors get the efficiency. Compliance and operations teams keep the controls.
Private LLMs
All AI runs inside your environment. Document data is never routed through external or shared model infrastructure.
Audit-ready by default
Every interaction is logged within your firm's existing audit infrastructure. FutureVault is SOC 2 Type II and PCI DSS compliant.
Permission-level enforcement
The same role-based access controls that govern the vault govern every AI interaction. AI sees only what the user is already permitted to see.
Enterprise retention controls
Retention policies and regulatory governance rules apply to every AI interaction — no exceptions, no workarounds.
BY THE NUMBERS
Committed to helping great organizations do more .
$1.5T+
AUM OF PARTNER FIRMS
500,000+
CLIENT VAULT ACCOUNTS
10,000+
PARTNER PROFESSIONALS
$1.5T+
AUM OF PARTNER FIRMS
500,000+
CLIENT VAULT ACCOUNTS
10,000+
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)
