Digital VaultBranded vaults on web, iOS and AndroidVault Insights AIAsk any vault a questionIntelligent Document ProcessingExtract and act on document dataDocument LakeOne governed home for every documentBulk Document Distribution350,000 files an hourSecure Document ExchangeNo more email attachmentsOnboarding & Account OpeningCollect, sign, fileFutureVault MCPNEWYour AI tools, governedSecurity & TrustSOC 2 Type II, encrypted end to endPlatform overview →
BY INDUSTRY
Wealth ManagementRIAsFINRA Broker-DealersCIRO Investment DealersBanksCredit UnionsInsuranceFamily OfficesAsset & Fund ManagersBY USE CASE
Custodial statement deliveryTax season deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceEstate planningDocument intelligenceAdvisor lead generationPricing
Book a demo
SOC 2 Type II • 1M+ client vaults • 50+ enterprise partners
ESTATE, TRUST AND ENTITYWhat it is
Corporate records, explained.
The articles, bylaws, resolutions, registers and annual filings of a corporation or holding company, often held for business-owner clients and family enterprises.
Key fields
What Intelligent Document Processing extracts
Corporation name and numberDirectors and officersShareholdersResolutionsAnnual returnsDates
How IDP works With FutureVault
How FutureVault handles corporate records.
Kept in the family vaultCollect the Corporate records securely and file it to the right family member or entity.
Shared with trusted advisorsPatented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.
Flagged when out of dateVault Insights AI surfaces missing or outdated estate documents across a household.
FAQ
Corporate records questions, answered.
When are corporate records due?
Ongoing, with annual filings and resolutions.
Can FutureVault extract data from corporate records?
Yes. Intelligent Document Processing reads corporate records and captures fields such as corporation name and number, directors and officers, shareholders, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle corporate records?
Collect corporate records securely and file it to the right family member or entity. Patented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.