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Transform your back office, advisor, and client experiences.

Secure document exchange and Digital Vault solutions built for Broker-Dealers, Advisors, and Clients.

  • Meet FINRA/SEC/IIROC regulation
  • Save 30% in back-office and administrative costs
  • Take your digital client experience to the next level
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ACME Financial Digital Vault
ACME Financial Digital Vault

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Award Winning Technology for Broker-Dealers

FutureVault powers Investment Dealers and its Advisors to securely access, manage, and exchange key information with clients.

Secure Document Exchange

Secure Document Exchange

Securely distribute, exchange, and manage statements and documents with your Advisors and Clients.

Customized Structure and Taxonomy

Customized & Structured Taxonomy

Create the structure you need to manage information across the enterprise, with Advisors, and with Clients.

Best in Class Information Security and Compliance

Best-in-Class Security & Compliance

Easily meet your information security and compliance requirements with confidence. 

Multi-Tiered Platform Access and Roles

Multi-Tiered
Platform

Efficiently manage back office, front office, and Client documents within one secure, centralized platform.

White Label Branded Platform

White Label Branded Platform

Provide Advisors and Clients with a secure, white-labeled platform for a seamless brand experience. 

Integrations and Open APIs

Open APIs & Custom Integrations

Leverage our open APIs and custom integrations to gain material time savings and streamline workflow.

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Talk To An Expert
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Collaborate Securely with Trusted Advisors

BACK OFFICE & ENTERPRISE

Transform Operations, Governance & Compliance

Safeguard enterprise, advisor, and client documents. Confidently meet FINRA/SEC/IIROC requirements. Securely deliver documents to your advisors and clients. 

  • Secure single source of truth
  • Automate delivery of advisor & client statements
  • Fully white-labelled & customized branding
  • PCI DSS & SOC 2 Type II compliant
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Platform Security >
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Platform Security >
Collaborate Securely with Trusted Advisors
Digital Statements and Reports
Digital Statements and Reports

FRONT OFFICE & ADVISORS

Drive Material Time & Cost Savings

Reduce professional time spent on cumbersome admin tasks, eliminate information security and compliance risks, and streamline workflow to scale and build trust with clients.

  • Secure & automated document distribution
  • Standardize document collection via checklists
  • Leverage integrations & eSignature workflows
  • Provide trusted third-parties with secure access
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ACME Financial Digital Vault

CLIENTS & HOUSEHOLDS

Improve Client Loyalty, Trust & Stickiness

Be the ultimate champion for your advisors' clients by providing them with their own Personal Life Management Vault™ to easily access and manage personal and business documents anytime, anywhere. 

  • Easily (and securely) search, find, share documents
  • Provide secure access to Trusted Advisors
  • Manage all personal, financial, legal documents
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ACME Financial Digital Vault

MEET COMPLIANCE WITH CONFIDENCE

What Happens in the Vault, Stays in the Vault.

We believe that information is the ultimate asset class, which is why we incorporate the best information security and compliance standards to keep your most important information and documents safe.

PCI DSS Compliance
SSL Certificate
Soc2 Certificate
Center for Internet Security
EU GDPR
Pipeda

PLATFORM FEATURES

Advanced Features To Manage Your Workflow

FutureVault equips Broker-Dealers and Advisory Firms with tools and advanced features to significantly improve daily workflow, transform document management processes, and meet compliance requirements.

  • White Label Platform
  • Automated eSignature Workflows
  • Secure Document Distribution
  • Custom Document Checklists
  • Structured Organization
  • Document Notifications & Reminders
  • Audit Trail & User Activity Log
  • Multi-Tiered Platform Access
  • Bulk Upload & Download
  • Open APIs & Custom Integrations
  • Trusted Advisor Permissions
  • Bank-Grade Encryption
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REQUEST MORE INFORMATION TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely distribute documents, meet information security and compliance requirements, and augment daily workflow and processes? We’re here to help.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
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Christopher Enright - Aligned Capital Partners
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 (CI Financial)

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 - Board Member - FigTree
FutureVault - Digital Vault Platform - White Logo

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154 University Ave, Suite 601
Toronto, ON, M5H 3Y9
1-844-538-2858

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