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
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ONBOARDING AND KYCWhat it is
The dealer agreement, explained.
Sets out the terms under which a dealer firm distributes a manager’s funds, including compensation, compliance obligations and document delivery.
Key fields
What Intelligent Document Processing extracts
Dealer firmFund managerFunds coveredCompensation termsSignatoriesEffective date
How IDP works With FutureVault
How FutureVault handles the dealer agreement.
Requested and collectedRequest the Dealer agreement in one secure checklist, with reminders until it arrives.
Extracted into your systemsIntelligent Document Processing captures the key fields and sends them to your CRM.
Kept current and governedRetention, role-based access controls and an audit trail on every version.
FAQ
Dealer agreement questions, answered.
When is the dealer agreement due?
When a new dealer firm is onboarded, and updated as terms change.
Can FutureVault extract data from the dealer agreement?
Yes. Intelligent Document Processing reads the dealer agreement and captures fields such as dealer firm, fund manager, funds covered, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the dealer agreement?
Request the dealer agreement in one secure checklist, with reminders until it arrives. Intelligent Document Processing captures the key fields and sends them to your CRM.