FUTUREVAULT TESTIMONIALS

Client Reviews & Testimonials

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

5/5

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.

Daniel Farmer

Chairman & CEO, FigTree Financial

5/5

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.

Jodi R.

Wealth Advisory Operations

5/5

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.

Stephen Benson

Co-founder & President

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