Significantly reduce and eliminate the cost of paper processes.

Expensive, time-consuming, environmentally unfriendly, noncompliant, unorganized... Yes, we're talking about paper. Save significant time and money while improving compliance and ESG by eliminating paper once and for all. 

Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

Vault Features to Eliminate Paper Costs

FutureVault Digital Statements

Digital Statements

FutureVault Digitization

Digitization-as-a-Service

FutureVault Practice Digitization

Complete Practice Digitization

FutureVault Bank Grade Security

Digital Vaults

Digital Statements and Reports

DIGITAL STATEMENTS

Wave goodbye to paper statement fees.

Paper statements are costing you, your advisors, and your clients, money. We'll help you improve operational efficiencies while easily saving tens of thousands of dollars (or more) by going digital.

Digital Statements and Reports
FutureVault Digital Vault Platform - Bulk Upload Documents
FutureVault Digital Vault Platform - Bulk Upload Documents

PAPER DIGITIZATION

Wave goodbye to your file room.

Have a paper problem? We can help take the paper out of your office and put it in the cloud, for good. We collect and label your documents for pickup, transport them to our secure digitization facility to scan and store them on our secure servers.

FutureVault Digital Vault Platform - Deliver Client Satements

COMPLETE PRACTICE DIGITIZATION

Increase the efficiency of your practice today.

Significantly reduce the overhead costs and backend processing costs associated with paper by transforming manual, paper-driven processes into automated, secure, digital processes of the future.

FutureVault Digital Vault Platform - Deliver Client Satements
FutureVault Digital Vault Platform - Distributing Documents
FutureVault Digital Vault Platform - Distributing Documents

DIGITAL FIRST AND ALWAYS

Automate manual, paper-driven processes.

FutureVault's end-to-end digital ecosystem allows front, middle, and back offices everywhere to enjoy peace of mind with secure, always-available access to key documents and information at any time. 

REQUEST TO LEARN MORE

Take the first step towards digital transformation today.

 

REQUEST TO LEARN MORE

Take the first step towards digital transformation today.

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Christopher Enright - Aligned Capital Partners
5/5

With FutureVault’s Digital Platform, our advisors can digitize decades of client records in paper format and have them delivered to their Vaults in a matter of days. This was game-changing for operational efficiencies, compliance, records management and our mandate of going digital.

Christopher Enright

President & Managing Director, Aligned Capital Partners