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Secure Digital Vault Solutions for Modern Family Offices.

Powering Single and Multi-Family Offices to confidently manage the unique and complex lives of families while improving client experiences by providing a Personal Life Management Vault™ to Families and their network of Trusted Advisors.

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ACME Family Office Digital Vault
FutureVault ACME Family Office Digital Vault

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Award-Winning Technology for Family Offices

Powering Family Offices to securely store, access, manage, and exchange critical information and documents.

Secure Document Exchange

Secure Document Exchange

Securely distribute, exchange, and manage documents and files across your organization and with your Family clients.

Customized Structure and Taxonomy

Customized & Structured Taxonomy

Create the structure you need to manage information across your organization, with advisors, and with your 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 Family documents within one secure, centralized platform.

White Label Branded Platform

White Label Branded Platform

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

Digitization as a Service

Digitization-as-a-Service (DaaS)

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

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Built for All Family Offices

PURPOSE BUILT TECHNOLOGY

Built For All Types of Family Offices

FutureVault's platform helps Single Family Offices, Multi-Family Offices, and Virtual Family Offices safeguard enterprise documents, meet compliance requirements, and securely collaborate with clients.

  • Secure single source of truth
  • PCI DSS & SOC 2 Type II compliant
  • Multi-tiered, multi-stakeholder platform access
  • Fully white-labelled & customized branding
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Built for All Family Offices
FutureVault Digital Vault Platform - Trusted Advisor Permissioning
FutureVault Digital Vault Platform - Trusted Advisor Permissioning

TRUSTED COLLABORATOR ACCESS

Secure & Seamless Collaboration

Provide Vault access to Trusted Advisors (Accountants, Lawyers, Wealth Managers, etc) to allow them to securely access and manage specific categories, folders, or documents on behalf of your firm and/or families.

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FutureVault Contact List - Client Vault View

CONTACT & DOCUMENT TAGGING

Build A Personal CRM For Contacts & Documents

Easily label and tag documents, and create a record of contacts in your network associated with documents within Vaults for reference, accountability, and oversight.  

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FutureVault Contact List - Client Vault View
FutureVault - Integrations and Connections
FutureVault - Integrations and Connections

INTEGRATIONS & WORKFLOW

Seamlessly Connected Workflow

Leverage our open APIs and custom integrations to gain material time savings, streamline your workflow, and build more trust with Families. 

Easily integrate with CRMs, Financial Planning software, Portfolio Management software, Data Aggregators, etc. 

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FutureVault Entity Management

ENTITY MANAGEMENT

Efficiently Secure & Manage Documents Across Entities

Create, manage, and update new and existing Entities to easily (and efficiently) associate documents, Trusted Advisors, and contacts to various Entities such as Holding Companies and Corporations, Trusts, Properties, and Individuals 

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FutureVault Entity Management

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 modern Family Offices 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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BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

 

 

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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
BT Family Office logo
Steve Kangas - Hunter Holdings
5/5

Our Family Office uses FutureVault’s technology for secure, digital central storage with access by Trusted Advisors and users from anywhere in the world. FutureVault has allowed us to easily digitize important paper documents, making every bit of it secured, accessible, and searchable.

Steve Kangas

President & Managing Director, Hunter Holdings Family Office

FutureVault - Digital Vault Platform - White Logo

PLATFORM

SOLUTIONS

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CONTACT US

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

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