FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
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.
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Chairman & CEO, FigTree Financial
We have evaluated countless vault options offered as “add on” features for other products but none of them come close to the quality product offered by FutureVault! We love our relationship with FutureVault and the value it allows us to deliver to our clients.
Chief Operating Officer, Phraction Management LLC
This is a huge milestone for our firm and we look forward to the way this new technology will help us significantly scale several back and front office processes, ultimately enabling our team to spend more quality time with clients and their families.
Partner and Chief Operating Officer, NBW Capital
We were excited that FutureVault offered a highly customizable taxonomy as well as guidance to create the digital ecosystem that fits our firm. We have appreciated the help center, webinars, and Zoom check-ins. Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal, and more.
Wealth Advisory Operations, Avaii Wealth Management
The ability to easily share and deposit documents with our clients directly in their vaults, in bulk, with the click of a few buttons is a complete game-changer for our internal workflows. By being able to securely distribute documents in bulk, we can focus more of our time on what actually matters.
Co-founder & President, Arch Canada
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 secure, accessible, and searchable.
President, Hunter Holdings Family Office
FutureVault is the highest quality online digital vault with government grade security to protect your clients’ documents and information all branded to you as the clients’ trusted advisor offering value beyond just a digital vault, the capabilities are limitless!
Senior VP, Advisor Development Consultant at InsurMark (a Simplicity company)
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.
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.
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.
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.
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.
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.
