Digital Vaults for Independent Broker-Dealers
AI-POWERED DIGITAL VAULTS FOR IBDs, ADVISOR TEAMS, AND CLIENTS
FutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation and extracts critical data via LLMs and OCR, driving insights, intelligence, workflow, and engagement at scale.
ENTERPRISE SINGLE SOURCE OF TRUTH FOR DOCUMENTS
Scale your Enterprise Service Model while improving the way documents (and their data) are delivered, stored, accessed, and managed by harnessing the POWER OF AI with the security, privacy, and efficiency of a Digital Vault
FutureVault is built for back, middle, and front office teams
INTELLIGENCE
AI-Powered Vaults
Leverage Private LLMs to query vaults, summarize documents, extract critical data, deliver actionable insights, and more.
Augment your Enterprise AI Strategy with FutureVault.
AUTOMATION
Streamline Enterprise Operations
Automate statement and document distribution to Clients, Advisors, and teams via APIs and SFTP Bulk Uploads.
Deliver 1,000,000+ documents with FutureVault.
COMPLIANCE
Gain Compliance Oversight
Meet enterprise data security requirements with bank-grade encryption while complying with FINRA and SEC data and document retention requirements.
FutureVault is SOC 2 Type II and PCI DSS compliant.
INTEGRATION
Connect to 7,000+ Applications
Automate document delivery, create SSO connections, and augment back, middle, and front office workflow by connecting to best-of-breed partners and leveraging FutureVault APIs.
Leverage, build, and scale with FutureVault APIs.
ENGAGEMENT
Drive Advisor-Client Engagement
Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties.
Experience the Client Life Management Vault™.
STRUCTURE
Enterprise Tiering and Permissions
Streamline operational workflow and line of sight with enterprise-wide roles, permissions, and advisor-client grouping via APIs and Data Feeds.
Scale and support your enterprise model.
SOLUTIONS & PRODUCTS
Enterprise solutions built for compliance, transformation, operations, and client-facing teams.
FutureVault’s Digital Vault and Intelligent Document Processing (IDP) Platform helps enterprise firms and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients.
READY TO LEARN MORE?
ENTERPRISE-WIDE DASHBOARDING
Gain actionable insights and line of sight across your Enterprise, Advisor, and Client Vaults
Committed to helping great organizations do more .
AUM OF PARTNER FIRMS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
AUM OF PARTNER FIRMS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new value paradigm with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Christopher Enright
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
