FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
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Automatically identify, classify, sort, and categorize documents at scale.
Extract context from contracts, legal documents, planning documents, reports, and financial statements to deliver actionable insights and recommendations.
Review and validate extracted data from documents with external databases such as CRMs, ERPs, regulatory databases.
Extract text from scanned PDFs, images, or handwritten documents and convert unstructured text into machine-readable, structured data.
Recognize and extract tables, rows, and columns from invoices, statements, and reports, converting data into structured JSON, CSV, or database formats.
Automate document-driven workflows across multiple functions. Our Data Extraction APIs make it easy to integrate and ingest extracted data into your existing tools and systems (CRM, ERP, Data Lakes, etc.).
Extract fields and critical data from documents including names, dates, financial values, terms, addresses, account statuses, and more.
Our IDP engine supports multiple languages, including non-Latin scripts, while automatically detecting document language, applying appropriate context.
Automatically indexes extracted data, making documents searchable by content within the documents.
AUM OF PARTNER FIRMS
PARTNER PROFESSIONALS
CLIENT VAULT ACCOUNTS
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.”
President & Managing Director, Aligned Capital Partners (CI Financial)
