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PRICING

Plans for every stage.
Priced for your scale.

Three plans, FutureVault Independent, Growth and Enterprise, each built around your firm’s size, integrations and workflows. Tell us about your firm and we’ll send a tailored quote.

Your quote reflects what actually drives cost:

  1. 1ScaleThe number of advisors, client households and vaults you serve.
  2. 2IntegrationsYour custodians, CRM, eSignature and reporting tools.
  3. 3ServicesImplementation, document migration and white-label setup.

Get your tailored quote

A few details so your quote is accurate. We reply within one business day.

Integrations you need
Encrypted in transit. We never share your details.Ezra Group Superior Integration Score badgeSOC 2 Type II examinedWealthTech100 2022, FinTech Global5-Star WealthTech Provider 2022–2025, Wealth Professional Canada
Plans

Choose the plan that fits your firm.

Every plan includes a white-label branded web vault and bank-grade security. Add mobile apps, AI, MCP, IDP and integrations to any plan.

FUTUREVAULTIndependentFor independent advisors and growing RIAs.Best for teams of 1 to 10 and up to 1,000 clients
Contact usfor pricing tailored to your team
  • White-label branded web vault
  • Secure two-way exchange and document requests
  • Trusted Advisor permissioning
  • SOC 2 Type II security and audit trail
  • Email support
MOST POPULAR
FUTUREVAULTGrowthFor multi-advisor firms scaling client acquisition and service.Best for teams of 10 to 50 admin users
Custompriced by team size and scale
  • Everything in Independent
  • Role-based access controls (RBAC)
  • Priority support
  • Custodial document deliveryAdd-on
  • Onboarding and account-opening workflowsAdd-on
  • Bulk distributionAdd-on
FUTUREVAULTEnterpriseFor broker-dealers, banks, credit unions and insurers at scale.Best for 50+ admin users, multiple lines of business and advisory team operations
Customtailored to your firm
  • Everything in Growth
  • Custodial document delivery, onboarding workflows and bulk distribution included
  • Enterprise console, SSO and Entra ID
  • Enterprise-scale permissions across lines of business and teams
  • Retention policies and legal holds
  • Data residency in Canada, the US or Europe
  • Dedicated success team and SLAs
Optional add-onsAvailable on every plan
Branded mobile appsYour own iOS and Android apps, as a complete branded build-out.
Vault Insights AIAsk any vault a question, with answers cited to the source.
FutureVault MCPConnect Claude, ChatGPT and your AI tools, fully governed.
Intelligent Document ProcessingClassify, extract and act on document data at scale.
Integration add-onsCRM, eSignature, custodians and more, connected to your vaults.
ADVISOR LEAD GENERATION · AVAILABLE ON EVERY PLANAdd a pipeline to any plan.Volume-discounted FUTR Planning lead packages, sized to your firm’s scale and segment, with prospect and client vaults to grow, manage and scale every new relationship.
FUTR Planning logo
INDEPENDENT5–10 leads / monthTo start, sized to your team
GROWTHScaled to your teamBased on team size and number of advisors
ENTERPRISE100+ leads / monthFor larger teams at scale
5–10leads a month: our launch promotion for new customer partners*Explore the program
*Launch promotion for new customer partners. Lead volumes start at 5 to 10 a month and scale to 100+ for larger teams, based on firm size and number of advisors. Program details are confirmed with each firm.
Compare plans

Everything, side by side.

FEATUREIndependentGrowthEnterprise
White-label branded web vault
Branded iOS and Android appsAdd-onAdd-onAdd-on
Secure exchange and document requests
Trusted Advisor permissioning
Custodial document delivery—Add-on
Onboarding and account-opening workflows—Add-on
Bulk distribution—Add-on
Enterprise console, SSO and Entra ID——
Multiple lines of business——
Retention policies and legal holds——
Vault Insights AIAdd-onAdd-onAdd-on
FutureVault MCPAdd-onAdd-onAdd-on
Intelligent Document ProcessingAdd-onAdd-onAdd-on
Integration add-ons (CRM, eSignature, custodians and more)Add-onAdd-onAdd-on
Advisor lead generationAvailableAvailableAvailable
SupportEmailPriorityDedicated team + SLAs
THE ROI

Pays for itself
in hours saved.

Aligned Capital Partners improved operational efficiency by 30% by streamlining compliance and workflow on FutureVault.

Read the case study
30%MORE OPERATIONAL EFFICIENCY
Pricing FAQ

Straight answers.

How is FutureVault priced?

There are three plans: FutureVault Independent, Growth and Enterprise. Your final price reflects the number of advisors and client households, your custodians and CRM, and the services you need, so we send a tailored quote.

Which plan is right for us?

Independent is best for teams of 1 to 10 and up to 1,000 clients. Growth is best for teams of 10 to 50 admin users. Enterprise is best for 50+ admin users, multiple lines of business and advisory team operations.

Is a branded mobile app included?

Every plan includes a white-label branded web vault. Your own branded iOS and Android apps are an optional build-out, available on any plan.

What add-ons are available?

Branded mobile apps, Vault Insights AI, FutureVault MCP, Intelligent Document Processing and integration add-ons such as Salesforce connectivity, on every plan. The FUTR Planning advisor lead generation program is also available on every plan.

Can the vault carry our brand?

Yes. Client vaults carry your brand on web, iOS and Android, so clients sign in to your experience, powered by FutureVault.

Does it work with our custodian and CRM?

FutureVault integrates with custodians including Schwab, CI Investment Services, NBIN, Axos and Fidelity Clearing Canada (FCC), and CRMs including Salesforce and Microsoft Dynamics, plus 1,000+ API endpoints.

Is FutureVault secure enough for our compliance team?

FutureVault is SOC 2 Type II examined, with encryption in transit and at rest and a full audit trail on every document and action.

How long does implementation take?

Anywhere from one week to four months. Timelines depend on the scale and complexity of your firm, including the size of your teams, advisor base and client book, your integration dependencies, and how much document and data migration is involved.