We help organizations and professionals everywhere to store, manage, and share important documents and key information with their clients in the safest, most secure, and easiest way.
BUILD TRUST AT EVERY STAGE
Managing your documents, your information, and your workflow is becoming increasingly complex. Our Digital Vault Platform enables you to easily share, manage, and collaborate on key information with your clients.
Drive acquisition and retention, unlock new revenue streams by improving the ability to cross-sell, up-sell, and create an enriched client experience.
Provide your organization and clients with a platform that comes equipped with best-in-class security and understands compliance requirements.
Reduce the amount of time and effort required for various administrative tasks across the organization, including internal and external workflows.
FOR WEALTH MANAGEMENT
Securely manage and share important information back and forth between advisors and clients including earning statements, monthly or quarterly reports, KYC documents, and more.
FOR RETAIL BANKS
Provide the security, trust, and transparency needed to build long-lasting relationships across your organization and with your clients.
FOR CREDIT UNIONS
Provide the security, trust, and transparency needed to build long-lasting relationships with your members.
FOR FAMILY OFFICES
Designed to help manage the unique and complex needs of the family office by making it easy to secure, organize, and share all of their most important documents.
FOR STOCK EXCHANGES
Strengthen your relationships by streamlining workflows and securely delivering key documents in one centralized and convenient location.
CRYPTO EXCHANGES & BROKERS
Helping Crypto Exchanges and Brokerages stay ahead of the curve by providing a simple, branded, and secure way to deliver documents and required statements.
THE TOOLS & FEATURES YOU NEED
Our Digital Vault Platform is equipped with the right tools and features to help you improve the way you manage, store, and share important information across your organization, with your clients, and with their Trusted Advisors.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
We are proud to work with leaders in financial services and business management, everywhere.
The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
President & Managing Director, Aligned Capital Partners
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Chairman & CEO, FigTree Financial