SOLUTION OVERVIEWS

FutureVault Brochure Resources

Click on the solution overviews below to access and download the PDF brochures.

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Your future client value proposition awaits. Discover how the Client Life Management Vault drives meaningful engagement and trust.

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CONNECT WITH OUR TEAM

Book a Demo

Discover the power of the Personal Life Management Vault™ and gain 30% admin and compliance time and cost savings.

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Proud to partner with firms that trust us.

Trusted by thousands of professionals and hundreds of thousands of clients at well-known and reputable firms.

Aligned Capital Partners - FutureVault
Clarfeld Citizens Wealth - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Mandeville - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
Bailard - FutureVault
NBW Capital LLC
BT Family Office logo

Frequently Asked Questions

What is a Digital Vault?

A Digital Vault is the virtual equivalent of a safety deposit box to store critical documents, data, and information. Digital Vaults are quickly becoming a must-have technology in equipping institutions, firms, and professionals with structure, security, and efficiency to streamline and automate document-driven processes, and deliver tremendous value to clients.

Is FutureVault secure and compliant?

FutureVault adheres to world-class cybersecurity protocols, including bank-grade encryption in-transit and at-rest. We proudly maintain SOC 2 Type II and PCI DSS certifications, giving your organization peace of mind in knowing that your enterprise, advisor, and client data and documents are kept safe and secure.

What types of organizations and firms do you work with?

FutureVault is recognized as an industry leader in the financial services and wealth management industry. We proudly work with Broker-Dealers, independent advisory firms and Registered Investment Advisors (RIAs), Single and Multi-Family Offices, Insurance Distributors, Accounting Firms, Credit Unions, and Banks.

Can FutureVault automate the delivery of critical documents?

FutureVault can provide massive admin, back-office, and front-office efficiency by automating the secure delivery of critical documents including client statements, account opening documentation, tax documents, portfolio-related reports, and more via tight integration, Open APIs, and secure bulk uploads. 

Can this be used as a client portfal?

Yes, FutureVault can be delivered as a stand-alone client portal to manage and access client information and documents. Our platform can also be tightly integrated into your existing advisor and client portals via Single-Sign-On (SSO) integration.

Do you have public APIs?

FutureVault has public RESTful APIs that can be accessed and consumed upon request. We can provide your technical resources with FutureVault for Developers access, API documentation (including postman collections), and a developer sandbox portal to test and experiment APIs before publishing.