Learn how organizations like Aligned Capital Partners, Bailard, Mandeville, and Coinsquare transformed their document workflows and client experience.
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.
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.
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.
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.
5/5
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.
5/5
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.
5/5
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.
5/5
I have been using FutureVault to manage all document flow and data management for over a year as a family office, and I don’t know how I would survive without it now. The ability to have signed agreements, monthly statements, accounting, and legal information all organized in one place saves me a significant amount of time each day.
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