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TRUST CENTER

Trust is
the product.

Security architecture, compliance, infrastructure and policies, in one place. Request our SOC 2 Type II report and security package.

SOC 2 Type II examinedSOC 2 Type IIExamined controls safeguarding enterprise and client data.
Encrypted in transit and at rest
MFA and permissioned access
Every action on the audit trail
Continuous monitoring and pen testing
Compliance

Examined, certified and ready.

SOC 2 Type II examinedSOC 2 Type IIOperational security, independently examined.
CIS certificateSecurity configuration aligned to CIS benchmarks.
SSL certificateEncrypted connections for every session.
PIPEDAAligned with Canada’s federal privacy law.
GDPR readyReady for EU and UK data protection requirements.
Books and recordsSupports CIRO, FINRA and SEC retention, including Rule 17a-4.
Patented technology. FutureVault’s core technology is protected by three granted U.S. patents.
Infrastructure

Where your data lives.

AWS data centersCanada, the United States and Europe.
Regional backupsData backed up in alternate regions, meeting residency requirements.
24/7 monitoringPhysical security, access control, monitoring and alerting.
Monthly service reportsTickets, response times and security metrics, every month.
Controls

Six layers of protection.

SOC 2 Type II

Examined controls to safeguard enterprise and client data.

Encryption engine

In transit and at rest. Bring your own keys on request.

Continuous monitoring

Vulnerability scanning, pen testing and patch management.

MFA and 2FA

An additional layer of protection for every account.

Audit trails

Every user action tracked with a timestamp.

Role-based access controls

Enterprise-scale permissions by role, team, branch and line of business, plus delegated and third-party access.

Secure AI

Secure AI, by design. Not by exception.

The same controls that protect every document protect every AI answer, extraction and action.

Visit the Trust Center
  • Private large language modelsAI runs on private models. Your documents stay within your environment and are never shared with public AI services or used to train them.
  • Permission-aware by defaultAI inherits role-based access controls and enterprise-scale permissions, so it only ever sees what that user is allowed to see.
  • Every AI action on the recordEvery question, answer, extraction, summary and agent action is logged in the audit trail, with the documents it used.
  • Cited and verifiableAnswers link to the exact source documents, and every extracted field carries a confidence score.
  • Your firm’s controlsAI is enabled where you configure it, and retention policies and legal holds apply to AI as to every document.
  • Residency and encryptionHosting in Canada, the United States or Europe, encryption in transit and at rest, and your own keys on request.
  • Independently examinedSOC 2 Type II examined, with 24/7 monitoring, vulnerability scanning and penetration testing.

AI security questions, answered.

Is our data used to train AI models?

No. FutureVault runs AI on private large language models, and your documents stay within your environment. They are never shared with public AI services or used to train their models.

Can AI see documents a user isn’t allowed to see?

No. AI inherits the same role-based access controls and enterprise-scale permissions as your people, so answers, extractions and agent actions only draw on documents that user is permitted to see.

How do we review what AI did?

Every AI question, answer, extraction, summary and agent action is recorded in the audit trail with the documents it used, so compliance can review it like any other activity.

Can we control where AI is used?

Yes. AI capabilities are enabled where they are configured for your portal, and your retention policies, legal holds and data residency apply to AI just as they do to every document.

Policies and documents

Read the fine print. It’s clear.

Privacy PolicyTerms of ServiceGenerative AI TermsAcceptable Use PolicyInfoSec checklist (PDF)

Request the SOC 2 Type II report

Shared under NDA. Our security team responds within two business days.

Encrypted in transit. We never share your details.Ezra Group Superior Integration Score badgeSOC 2 Type II examinedWealthTech100 2022, FinTech Global5-Star WealthTech Provider 2022–2025, Wealth Professional Canada