A better, faster, more secure way to deliver client statements.
Saving front and back-office teams significant time and money by improving the way statements and documents are being delivered to your clients (and advisors) with integrations, automation, and unique features.
Save time. Save money. Build trust.
SECURE BULK UPLOADS
Automatically deliver statements in bulk.
Easily save days of work each month by automating the delivery of statements to your clients and advisors with secure bulk uploads and key integrations.
SECURITY & COMPLIANCE
A compliance dream come true.
Equip head office and advisors with best-in-class security and compliance features to securely deliver important documents to your staff and clients with confidence.
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