VAULT INSIGHTS AI · NEW
The answers are already in your documents. Finding them shouldn’t take an afternoon.
Plain-language answers. Cited. Permission-aware.
Insights that reflect how your firm serves clients.
Every firm defines a complete client file differently. Your advisory and service teams configure the insights that reflect your operating and service model.
- Define what complete looks likeSet the documents each client needs by segment, account type, service tier or jurisdiction.
- Built for every teamAdvisors, service teams and compliance each see the insights that matter to their role and book.
- Tied to your service calendarSurface insights around reviews, onboarding, tax season and life events, on the cadence you choose.
- Your priorities, rankedWeight what matters most to your firm, so the most important gaps and opportunities rise to the top.
Every vault, scored.
Vault Insights AI reviews the documents inside each vault against your configured requirements, then scores every client and household so teams can see gaps across their whole book.
From gap to request, automatically.
When a document is flagged as missing or partial, request it securely in one click, or let FutureVault send the request for you.
- 1FlagVault Insights AI flags a missing or partial document in any vault.
- 2RequestA secure request goes to the client listing exactly what’s needed, never as an email attachment.
- 3CompleteThe client uploads into their vault, the document is classified and filed, and the score updates.
AI built for regulated data. Governed by design.
The same controls that protect every document protect every AI answer, extraction and action.
- Private large language modelsAI runs on private models. Your documents stay within your environment and are never shared with public AI services or used to train them.
- Permission-aware by defaultAI inherits role-based access controls and enterprise-scale permissions, so it only ever sees what that user is allowed to see.
- Every AI action on the recordEvery question, answer, extraction, summary and agent action is logged in the audit trail, with the documents it used.
- Cited and verifiableAnswers link to the exact source documents, and every extracted field carries a confidence score.
- Your firm’s controlsAI is enabled where you configure it, and retention policies and legal holds apply to AI as to every document.
- Residency and encryptionHosting in Canada, the United States or Europe, encryption in transit and at rest, and your own keys on request.
- Independently examinedSOC 2 Type II examined, with 24/7 monitoring, vulnerability scanning and penetration testing.
Vault Insights AI questions, answered.
Where do Vault Insights AI answers come from?
Only from the documents in the vault being queried, and every answer is cited to its source document.
Can AI see documents a user isn’t allowed to see?
No. AI follows the same permissions as your people, and sees only what the user is already permitted to see.
Is AI activity auditable?
Yes. Every AI action is permissioned, logged and auditable.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
What does FutureVault integrate with?
Custodians including Schwab, Axos, CI Investment Services, NBIN and Fidelity Clearing Canada; CRMs including Salesforce and Microsoft Dynamics; DocuSign and Adobe Sign; portfolio, alternatives and identity platforms; Zapier; and 1,000+ API endpoints. FutureVault holds the highest Ezra Group integration score in Client File Sharing.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.
Can we configure insights to match our service model?
Yes. Your teams define what a complete client file looks like by segment, account type, service tier or jurisdiction, choose which insights each role sees, and tie insights to your review and service calendar.
How does document completeness scoring work?
Vault Insights AI checks the documents in each vault against your configured requirements and scores every client and household as complete, partial or missing, so teams can see gaps across their whole book.
Can FutureVault request missing documents automatically?
Yes. A flagged gap can be requested in one click or automatically through a secure document request. The client uploads into their vault, the document is classified and filed, and the score updates.