The Digital Vault Platform Built for Family Offices

FutureVault makes it easy to manage the unique and complex needs of your Family Office by providing a secure, organized, and collaborative way to share and manage important documents.

Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

FutureVault Platform Overview

Our Digital Vault Platform makes it easy to share, manage, and collaborate on key information.

FutureVault - Secure Document Management

Secure Document Management

Securely deliver, store, and manage important documents and files across your organization and with your clients.

FutureVault - Platform - Clients - Organized

Intelligent & Intuitive Organization

Create the structure and organization you need to manage important documents across multiple entities.

FutureVault - Platform - Professional - Safe and compliant

Best-in-Class Security & Protection

Keep documents safe with world-class security standards and tools to meet your compliance requirements.

FutureVault - Platform - Multie-Tiered

Multi-Tiered
Collaboration

Easily manage documents across your organization, with your clients, and with their network of Trusted Advisors.

FutureVault - White Label Platform

White Label Branded Platform

Provide advisors and clients with a secure, white-labeled platform for a seamless brand experience. 

FutureVault - Digitization

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy documents and depositing them directly into your Digital Vault.

Manage Risk and Compliance

Protect Your Information With Top-Tier Security

Safeguard your assets from loss, damage and theft by keeping your essential information and documents in an encrypted Vault with bank-grade protection. Audit trail functionality provides transparency at every step.

Manage Risk and Compliance
Trusted Advisors Permissioning with FutureVault
Trusted Advisors Permissioning with FutureVault

Improve The Way You Collaborate & Deliver Documents

Access critical documents anytime, anywhere. Collaborate seamlessly with your network of Trusted Advisors such as family members, wealth managers, accountants, lawyers and executives.

Digitization as a Service with FutureVault

Intelligent & Intuitive Organization

Organize the financial, personal & administrative information for multiple entities in a centralized, structured digital filing cabinet for secure and efficient access, sharing and control.

Digitization as a Service with FutureVault

Advanced Features To Manage Your Workflow

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.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents, navigate compliance, and automate your everyday workflows? We’re here to help. 

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents, navigate compliance, and automate your everyday workflows? We’re here to help. 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals 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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