PLATFORM OVERVIEW

Award-Winning Digital Document Vault Platform

From the enterprise and back office to your front office and advisors through to your clients and their family members, FutureVault is the most innovative and advanced digital document vault solution for financial services and wealth management firms.

Collaborate Securely with Trusted Advisors

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Manage Your Documents With Ease

FutureVault's white-labeled Digital Vault Platform provides organizations with an enterprise document management solution to securely manage document collaboration across the organization and with clients.

FutureVault - Secure Document Management

Secure Document Management

Securely deliver, store, and manage important documents and files across your organization and with your clients.

FutureVault - Platform - Clients - Organized

Intelligent & Intuitive Organization

Create the structure and organization you need to manage important documents across multiple entities.

FutureVault - Platform - Professional - Safe and compliant

Best-in-Class Security & Protection

Keep documents safe with world-class security standards and tools to meet your compliance requirements.

FutureVault - Platform - Multie-Tiered

Multi-Tiered
Collaboration

Easily manage documents across your organization, with your clients, and with their network of Trusted Advisors.

FutureVault - White Label Platform

White Label Branded Platform

Provide advisors and clients with a secure, white-labeled platform for a seamless brand experience. 

FutureVault - Digitization

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy documents and depositing them directly into your Digital Vault.

ENTERPRISE VAULTS

Built for Your Enterprise & Back Office

FutureVault - Platform - Enterprise - Grow and Scale

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

FutureVault - Platform - Enterprise - Grow and Scale

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

FutureVault - Platform - Enterprise - Multi-Tiered

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

FutureVault - Platform - Enterprise - Multi-Tiered

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

FutureVault - Platform - Enterprise - Integrate

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

FutureVault - Platform - Enterprise - Integrate

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

FutureVault - Platform - Enterprise - Protect

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

FutureVault - Platform - Enterprise - Protect

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

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PROFESSIONAL VAULTS

Built for Your Advisors & Front Office

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FutureVault - Platform - Professional - Grow

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

FutureVault - Platform - Professional - Grow

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

FutureVault - Platform - Professional - Engage and retain

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

FutureVault - Platform - Professional - Engage and retain

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

FutureVault - Security - 24-7 Vault Access

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

FutureVault - Security - 24-7 Vault Access

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

FutureVault - Platform - Professional - Safe and compliant

Security & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

FutureVault - Platform - Professional - Safe and compliant

Security & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

CLIENT VAULTS

Built for Your Clients & Members

FutureVault - Platform - Clients - Save time and money

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

FutureVault - Platform - Clients - Save time and money

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

FutureVault - Platform - Clients - Organized

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

FutureVault - Platform - Clients - Organized

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

FutureVault - Platform - Enterprise - Protect

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets, and information in an encrypted private cloud with bank-grade security.

FutureVault - Platform - Enterprise - Protect

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets and information in an encrypted private cloud with bank-grade security.

FutureVault - Platform - Enterprise - Multi-Tiered

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

FutureVault - Platform - Enterprise - Multi-Tiered

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

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Advanced Features To Manage Your Workflow

Equip your firm with the advanced tools and features to improve the way information, data, and documents are shared, accessed, and managed across the enterprise, with advisors, and with your clients and their family members.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

 

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Proud to partner with firms that trust us.

Trusted by thousands of professionals and hundreds of thousands of clients at well-known and reputable firms.

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