Vault Platform

Vault Platform

Platform Overview

Platform Features

Personal Life Management Vault™

Security & Compliance

DocuSign Workflow

Integrations & Open APIs

Discover how organizations like CI Financial, Aligned Capital Partners, Bailard, Mandeville, and NBW Capital are transforming back and front office document handling workflows and driving more engagement between Advisors and Clients.

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For Broker-Dealers

For Advisory Firms & RIAs

For Family Offices

For Credit Unions

For Banks

Use Cases

Secure Document Delivery

Compliance & Audit Readiness

Automate Client Onboarding

Improve Corporate Governance

Eliminate Paper Costs & Processes
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Case Studies

Aligned Capital Partners

Improved operational efficiencies by 30% and reduced audit readiness cycles

Coinsquare

Securely delivered tax statements to 25,000+ users in less than 2 weeks
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What is a Digital Vault?
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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.

Our industry-leading secure document exchange and digital vault platform helps enterprises, professionals, and the clients they work with collect, deliver, share, protect, and manage documents better than ever.

BUILD FOR FUTURE-READY FIRMS

Take Your Value Proposition to the Future.

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.

Deliver an enhanced client value proposition

Provide your clients with a Personal Life Management Vault™ to deliver an enhanced experience that drives engagement and loyalty.

Safeguard enterprise & client data

Meet InfoSec and compliance regulation with our best-in-class platform. We maintain PCI DSS and SOC 2 Type II certifications.

Gain massive operational efficiencies

Save 30% (or more) in back-office and administrative costs by automating critical document-driven processes at scale.

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, tax documents, and more.

FOR BANKING INSTITUTIONS

Build Generational Trust with Clients

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

FOR CREDIT UNIONS

Build Generational Trust with Members

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

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.

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.

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, statements, and tax documents.

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.