FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vaultâ„¢.
A Digital Vault is the virtual equivalent of a safety deposit box to store critical documents, data, and information. Digital Vaults are quickly becoming a must-have technology in equipping institutions, firms, and professionals with structure, security, and efficiency to streamline and automate document-driven processes, and deliver tremendous value to clients.
FutureVault adheres to world-class cybersecurity protocols, including bank-grade encryption in-transit and at-rest. We proudly maintain SOC 2 Type II and PCI DSS certifications, giving your organization peace of mind in knowing that your enterprise, advisor, and client data and documents are kept safe and secure.
FutureVault is recognized as an industry leader in the financial services and wealth management industry. We proudly work with Broker-Dealers, independent advisory firms and Registered Investment Advisors (RIAs), Single and Multi-Family Offices, Insurance Distributors, Accounting Firms, Credit Unions, and Banks.
FutureVault can provide massive admin, back-office, and front-office efficiency by automating the secure delivery of critical documents including client statements, account opening documentation, tax documents, portfolio-related reports, and more via tight integration, Open APIs, and secure bulk uploads.
Yes, FutureVault can be delivered as a stand-alone client portal to manage and access client information and documents. Our platform can also be tightly integrated into your existing advisor and client portals via Single-Sign-On (SSO) integration.
FutureVault has public RESTful APIs that can be accessed and consumed upon request. We can provide your technical resources with FutureVault for Developers access, API documentation (including postman collections), and a developer sandbox portal to test and experiment APIs before publishing.
