The Digital Vault Platform Built for
Wealth Management Family Offices Retail Banks Credit Unions Stock Exchanges Crypto Exchanges

The Digital Vault Platform for Organizations, Everywhere.

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. 

Digitization as a Service with FutureVault

BUILD TRUST AT EVERY STAGE

Manage Important Information & Documents

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.

Improve Onboarding & Retention

Drive acquisition and retention, unlock new revenue streams by improving the ability to cross-sell, up-sell, and create an enriched client experience.

Manage Risk & Compliance

Provide your organization and clients with a platform that comes equipped with best-in-class security and understands compliance requirements.

Improve Operations & Efficiency

Reduce the amount of time and effort required for various administrative tasks across the organization, including internal and external workflows.

Digitization as a Service with FutureVault
Digitization as a Service with FutureVault

FOR WEALTH MANAGEMENT

Build Trust, Opportunity & Connection

Securely manage and share important information back and forth between advisors and clients including earning statements, monthly or quarterly reports, KYC documents, and more.

Digitization as a Service with FutureVault

FOR RETAIL BANKS

Build Generational Trust with Clients

Provide the security, trust, and transparency needed to build long-lasting relationships across your organization and with your clients.

Digitization as a Service with FutureVault
Digitization as a Service with FutureVault
Digitization as a Service with FutureVault

FOR CREDIT UNIONS

Build Generational Trust with Members

Provide the security, trust, and transparency needed to build long-lasting relationships with your members.

Digitization as a Service with FutureVault

FOR FAMILY OFFICES

Protect Your Wealth. Protect Your Information.

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. 

Digitization as a Service with FutureVault
Digitization as a Service with FutureVault
Digitization as a Service with FutureVault

FOR STOCK EXCHANGES

Improve Workflows & Delivering Important Documents

Strengthen your relationships by streamlining workflows and securely delivering key documents in one centralized and convenient location.

Digitization as a Service with FutureVault

CRYPTO EXCHANGES & BROKERS

Navigate Compliance Requirements

Helping Crypto Exchanges and Brokerages stay ahead of the curve by providing a simple, branded, and secure way to deliver documents and required statements.

Digitization as a Service with FutureVault

THE TOOLS & FEATURES YOU NEED

Platform Tools To Manage What Matters Most

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

Trusted by Institutions & Professionals Everywhere

We are proud to work with leaders in financial services and business management, everywhere.

Chris Enright
5/5

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.

Christopher Enright

President & Managing Director, Aligned Capital Partners

5/5

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.

Daniel Farmer

Chairman & CEO, FigTree Financial

Daniel Farmer - FigTree Financial
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