ELIMINATE PAPER PROCESSES
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.
Vault Features to Eliminate Paper Costs
Wave goodbye to paper statement fees.
Paper statements are costing you, your advisors, and your clients, money. We'll help you improve operational efficiencies by automating the secure distribution of statements to easily save tens of thousands of dollars... or more.
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.
Our Digitization partners will collect and label your documents for pickup, transport them to a secure digitization facility to scan and store them on secure servers.
DIGITAL DOCUMENT WORKFLOWS
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.
MULTI-TIER DIGITAL VAULTS
An integrated, digital experience across the organization.
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.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Trusted by Institutions & Professionals Everywhere
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.
President & Managing Director, Aligned Capital Partners (CI Financial)