A better, faster, more secure way to deliver client statements.
We'll help your front and back offices save significant time and money by improving the way you're delivering monthly statements and important documents to your clients in a secure, easy-to-use Vault.
Save time. Save money. Improve security. Build trust.
BULK STATEMENT UPLOAD
Automatically deliver statements in bulk.
Save days, if not weeks of work, by automatically delivering statements to your clients in bulk. It's time to say goodbye to slow, non-compliant and expensive methods like email.
SECURITY & COMPLIANCE
A compliance dream come true.
We'll equip your organization and advisors with best-in-class security and compliance features to make sure statements are always delivered in the most secure and compliant way.
Keep statements organized the way they should be.
Easily customize the structure you need to keep your clients' information organized so that they know exactly where all of their statements and other important documents live.
DIRECT DOCUMENT DISTRIBUTION
Distribute all types of documents in seconds.
Deliver recurring or one-off documents to your clients in seconds on a 1-to-1 or 1-to-many or many-to-1 basis. Our document distribution tools make it easy to deliver important information like market updates, investor relations materials, onboarding resources, and more.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Trusted by Institutions & Professionals Everywhere
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.
President & Managing Director, Aligned Capital Partners