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 →
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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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SOC 2 Type II • 1M+ client vaults • 50+ enterprise partners
ONBOARDING AND KYCWhat it is
The KYC form, explained.
Records a client’s identity, financial circumstances, investment needs and objectives, risk profile and time horizon, the basis for every suitability decision.
Key fields
What Intelligent Document Processing extracts
Client name and date of birthAddress and contactEmploymentIncome and net worthInvestment objectivesRisk toleranceTime horizon
How IDP works With FutureVault
How FutureVault handles the KYC form.
Requested and collectedRequest the KYC form 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
KYC form questions, answered.
When is the KYC form due?
At account opening, and updated regularly. In Canada, at least every 36 months, or every 12 months for managed accounts.
Can FutureVault extract data from the KYC form?
Yes. Intelligent Document Processing reads the KYC form and captures fields such as client name and date of birth, address and contact, employment, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the KYC form?
Request the KYC form in one secure checklist, with reminders until it arrives. Intelligent Document Processing captures the key fields and sends them to your CRM.