CONTACT US
FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
Digital Vaults for Wealth Management Firms
AI-POWERED DIGITAL VAULTS FOR RIAs, ICPMS, AND ADVISOR TEAMS
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
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
Automatically deliver statements and documents to Clients, Advisors, and teams via APIs and SFTP bulk uploads.
Deliver Millions of documents with FutureVault.
COMPLIANCE
Gain Compliance Oversight
Improve enterprise-wide data security via bank-grade encryption while confidently meeting data and document retention regulation.
FutureVault is SOC 2 Type II and PCI DSS compliant.
INTEGRATION
Connect to 7,000+ Applications
Automate document delivery, connect via SSOs, integrate with best-of-breed solutions, and leverage 1,000+ API endpoints.
Ranked #1 in Client File Sharing Integrations.
ENGAGEMENT
Drive Advisor-Client Engagement
Deliver more enterprise value with a unique digital relationship 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 gain line of sight with enterprise-wide roles, permissions, and advisor-client groupings 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 Platform helps enterprise wealth management firms and independent advisor teams overcome document-handling workflow and regulatory challenges while delivering an elevated digital client relationship experience.
READY TO LEARN MORE?
ADVISOR & CLIENT ACTIVITY DASHBOARDING
Gain actionable intelligence and line of sight across your Enterprise, Lines of Business, Advisors, and Clients
BY THE NUMBERS
Committed to helping great organizations do more .
$950B+
AUM OF PARTNER FIRMS
420,000+
CLIENT VAULT ACCOUNTS
6,000+
PARTNER PROFESSIONALS
$950B+
AUM OF PARTNER FIRMS
420,000+
CLIENT VAULT ACCOUNTS
6,000+
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.)
