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A Digital Collaborative Vault for Every Business

Build your own branded information management platform & become the digital anchor in your clients’ lives


Strengthen Relationships

Offer a value-added service that enhances communication & collaboration & affords your clients ultimate peace of mind.


Maximize Business Potential

Differentiate your offering with a rich integrated service to attract, reward & retain clients, members and employees.


Optimize Your Organization

Simplify business processes, reduce costs & better manage risk and compliance with efficient & secure business communications.

Wealth Management

Build Trust, Opportunity & Connection with Your Clients

Add value with better transparency, security and a seamless customer experience


Attract, Reward and Retain Clients and Employees

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

Credit Unions

Enhance Communication & Collaboration with Members

Exceed member experiences and create employee brand ambassadors.

Professional Services

Improve Workplace Productivity & Collaboration

Improve the efficiency and effectiveness of daily tasks and keep your information secure.

Affinity Groups

Enrich Your Members’ Lives & Improve Experiences

Provide ultimate peace-of-mind with better security, intelligent organization and seamless collaboration.

Family Offices

Manage the Unique & Complex Needs of Your Family Office

Secure, organize and share all of your most important documents, assets and information.



Make document management quick, easy and accurate with patent pending smart-filing technology and a customized and universal information architecture.



Empower your clients to keep their most important documents, assets and information in an encrypted private cloud with bank-grade security.



Protect information in an encrypted private cloud with bank-grade security. Track the life-cycle of documents to better manage risk & compliance obligations.


Competitive Advantage

Reduce costs due to increased efficiency, lower demand for physical storage and reduced IT & administration costs.


Client Retention

Improved customer experience with  modern collaborations tool for important business and personal documents.



The ability to scale is critical – We work with you as your business grows and your IT demands change.


Client Insights

Leveraging AI smart-filing technology & customized universal information architecture helps your team manage important information quickly & easily.



Securely manage, share and collaborate on important business or personal documents anytime anywhere, across multiple devices.


Risk Mitigation

Security is deeply ingrained in everything we do – from product design to development through deployment. It’s who we are.

"FutureVault has changed the relationship with my clients. There is a lot more transparency, trust, and new opportunities."

– Derryn Shrosbree, Founder & CEO, 33seven

Ready To Get Started?

Let us show you how FutureVault can help you attract, acquire and retain more lifelong clients. Contact us today to speak with one of our solution experts.