PLATFORM SECURITY

What Happens in the Vault, Stays in the Vault.

We believe that information is the ultimate asset class. We're here to safeguard and protect your enterprise, advisor, and client information, data, and documents.

PCI DSS & SOC 2 Type II Compliant
Proprietary DR4 Risk Framework
Bank-Grade Information Security
24/7 Compliance Audit Trails
Encryption In-Transit & At-Rest

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INSTITUTIONAL-GRADE SECURITY

Enterprise security you can trust.

Encryption
In Transit & At Rest

Your documents are protected using the latest Symmetric 256-bit AES and Asymmetric 2048-bit TLS.

Cloud-Based With No Local Files

Reduce your risk of data loss and cybersecurity threats by storing critical information in our secure, private cloud.

Fiduciary Audit Trail For Transparency

All Vault activity is tracked and logged, providing a full audit trail of everything happening with your documents.

SECURITY BY DESIGN

Vaults Built to Secure Your Information

Multi-Factor Authentication

Password and SMS pin MFA adds an additional layer of security to ensure that you’re the only person who can access your account.

Multi-Factor Authentication (MFA)

Password and SMS pin MFA adds an additional layer of security to ensure that you’re the only person who can access your account.

Controlled Access Granting

Only you and those you grant permission to can view your information; no one else. You can easily revoke access when needed, at any time.

Controlled Access Granting

Only you and those you grant permission to can view your information; no one else. You can easily revoke access when needed, at any time.

24-7 Secure Vault Access

Highly secure data centers and redundant power systems deliver access 24 hours a day, seven days a week.

24-7 Secure Vault Access

Highly secure data centers and redundant power systems deliver access 24 hours a day, seven days a week.

Security Protocol Adherence

Vulnerability scanning, penetration testing, patch management, access controls, and secure around-the-clock monitoring.

Security Protocol Adherence

Vulnerability scanning, penetration testing, patch management, access controls, and secure around-the-clock monitoring.

SECURITY BY DESIGN

DR⁴. That's What We're Here For.

Disaster Recovery

Our backup and disaster recovery plan meets stringent requirements to prevent data loss and interruption.

Disaster Recovery

Our backup and disaster recovery plan meets stringent requirements to prevent data loss and interruption.

Data Redundancy

In addition to constant backups, documents are replicated and converted into PDFs once ingested into the platform, with the original document being maintained.

Data Redundancy

In addition to constant backups, documents are replicated and converted into PDFs once ingested into the platform, with the original document being maintained.

Data Residency

Your data is encrypted and backed up in different regions, ensuring your data residency requirements are met.

Data Residency

Your data is encrypted and backed up in different regions, ensuring your data residency requirements are met.

Document Retention

We maintain historic copies of your data and your clients' data to follow your own compliance framework.

Document Retention

We maintain historic copies of your data and your clients' data to follow your own compliance framework.

READY TO LEARN MORE?

Get in touch with our team today.

Discover how leading wealth management firms and financial services institutions are safeguarding enterprise, advisor, and client documents, data, and information using FutureVault.