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.

FutureVault InfoSec and Compliance Features

INSTITUTIONAL-GRADE SECURITY

Enterprise security you can trust.

PCI DSS Compliance
SSL Certificate
Soc2 Certificate
Center for Internet Security
EU GDPR
Pipeda
FutureVault - Security - Encryption

Encryption
In Transit & At Rest

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

FutureVault - Security - No Local Files

Cloud-Based With No Local Files

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

FutureVault - Security - Fiduciary Audit Trail

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

FutureVault - Laptop
FutureVault - Security - MFA

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.

FutureVault - Security - MFA

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. 

FutureVault - Security - User Granting

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.

FutureVault - Security - User Granting

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.

FutureVault - Security - 24-7 Vault Access

24-7 Secure Vault Access

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

FutureVault - Security - 24-7 Vault Access

24-7 Secure Vault Access

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

FutureVault - Security - Security Layers

Security Protocol Adherence

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

FutureVault - Security - Security Layers

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.

FutureVault - Security - Disaster Recovery

Disaster Recovery

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

FutureVault - Security - Disaster Recovery

Disaster Recovery

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

FutureVault - Security - Data Redundancy

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. 

FutureVault - Security - Data Redundancy

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. 

FutureVault - Security - Data Residency

Data Residency

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

FutureVault - Security - Data Residency

Data Residency

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

FutureVault - Security - Document Retention

Document Retention

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

FutureVault - Security - Document Retention

Document Retention

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

FutureVault - Laptop Mock

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. 

WE'RE HERE TO HELP

Contact our team to learn more about our security and compliance solutions.

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.