The Digital Vault Platform Built for Wealth Management

Build more trust with your organization, your advisors, and your clients by delivering important documents and information in the fastest, easiest, and most secure way.

Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

FutureVault Platform Overview

FutureVault makes it easy to share, manage, and collaborate on key information with your clients.

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.

DocuSign Connect With FutureVault - Integration

Drive Acquisition & Retention

Significantly improve the way you onboard new clients with unique integrations and automated workflows. By providing your clients with a secure Digital Vault that they can easily access, you'll give them a reason to stick around for good.

DocuSign Connect With FutureVault - Integration
Manage Risk and Compliance
Manage Risk and Compliance

Manage Risk & Compliance

Provide your organization, advisors, and clients with a platform that comes equipped with best-in-class security protocols and that understands your compliance requirements.

Improve Operational Efficiencies

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 Operational Efficiencies

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.

Built for Wealth Professionals Everywhere

Money Managers - FutureVault
Investment Advisors - FutureVault
Financial Planners - FutureVault
Accountants - FutureVault

BOOK A DEMO TODAY

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. 

BOOK A DEMO TODAY

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. 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Daniel Farmer
Daniel Farmer
Chairman & CEO, FigTree Financial
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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

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