Vault Platform

Vault Platform

Platform Overview

Platform Features

Personal Life Management Vault™

Security & Compliance

DocuSign Workflow

Integrations & Open APIs

Discover how organizations like CI Financial, Aligned Capital Partners, Bailard, Mandeville, and NBW Capital are transforming back and front office document handling workflows and driving more engagement between Advisors and Clients.

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Solutions

Segments

For Broker-Dealers

For Advisory Firms & RIAs

For Family Offices

For Credit Unions

For Banks

Use Cases

Secure Document Delivery

Compliance & Audit Readiness

Automate Client Onboarding

Improve Corporate Governance

Eliminate Paper Costs & Processes
Resources
Resources

FutureVault Blog

Client Testimonials

Solution Overviews

FAQs

Free Platform Trial

Case Studies

Aligned Capital Partners

Improved operational efficiencies by 30% and reduced audit readiness cycles

Coinsquare

Securely delivered tax statements to 25,000+ users in less than 2 weeks
Company

About FutureVault

Meet Our Team

Recent News & Mentions

Press Releases

What is a Digital Vault?
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The Digital Vault Platform Built for Stock Exchanges

Strengthen your relationships by streamlining workflows and securely delivering key documents in one centralized and convenient location.

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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.

Secure Document Management

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

Intelligent & Intuitive Organization

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

Best-in-Class Security & Protection

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

Multi-Tiered
Collaboration

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

White Label Branded Platform

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

Digitization-as-a-Service (DaaS)

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

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DocuSign Connect With FutureVault - Integration

Drive Acquisition & Retention

Significantly improve the way you onboard new clients and listed organizations with unique integrations and automated workflows.

Our unique DocuSign workflows save you time and money while improving your onboarding process.

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DocuSign Integration >

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DocuSign Integration >

Manage Risk & Compliance

Keeping your information and documents safe is our top priority. Provide your organization and the organizations you work with the industry-leading Digital Vault Platform that comes equipped with best-in-class security protocols and an understanding of your compliance requirements.

Our advanced audit trail provides full transparency of everything happening within your Vault.

SOC2 Type II compliant
PCI DSS compliant
Proprietary security features

Learn About Our Security

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Security Overview

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Improve Operational Efficiencies

Significantly reduce the amount of time, effort, and resources required for various administrative tasks across the organization, including internal and external workflows, and delivering key documents.

Improve your headcount efficiency by 30% with Dynamic Checklisting and Document Distribution.

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.

White Label & Co-Branding
Secure Document Delivery
Digital Signatures
Dynamic Checklists

Structured Organization
Notifications & Reminders
Audit Trail & Activity Log
Multi-Tiered Environment

Bulk Upload & Download
Open & Custom Integrations
Multi-User Permissioning
Smart Filing Technology

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Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help.