Transform the relationship your advisors have with their clients.

Provide your advisors and service professionals with the tools and features they need to streamline daily workflow and confidently improve the relationship they have with their clients.

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

Vault Features to Improve Advisor Onboarding

FutureVault DocuSign Integration and Workflows

E-Signature Workflows

FutureVault Glober Folders

Global Folders

FutureVault Dynamic Checklists

Dynamic Checklists

FutureVault Trusted Advisor Permissioning

File Permissioning

DocuSign Integration and Esignature Workflows

E-SIGNATURE WORKFLOWS

Automate new advisor processing.

Our DocuSign integration easily integrates to your existing eSignature workflows, saving you significant time and money. Reduce and eliminate the manual and paper-driven processes involved with onboarding both Advisors and new clients.

  • Automatically create new Advisor and client Vaults
  • Automatically deposit and store documents
  • Reduce manual back-end processing times
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DocuSign Integration >
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DocuSign Integration >
DocuSign Integration and Esignature Workflows
FutureVault Digital Vault Platform - Distributing Documents
FutureVault Digital Vault Platform - Distributing Documents

GLOBAL FOLDERS

Automatically share new advisor resources.

Our advanced document distribution tools make it easier than ever to share documents with your Advisors in seconds. Pre-populate Advisor and client Vaults with the materials and resources they need for a smooth onboarding experience.

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Custom Checklists - Client Onboarding

DYNAMIC CHECKLISTS

Easily gather Advisor information and documents.

Significantly streamline the way you're collecting both Advisor and client information and required documents by building custom checklists.

  • Create standardized checklists for your organization
  • Track checklist completion progress
  • Reduce time spent collecting information and documents
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Custom Checklists - Client Onboarding
FutureVault Digital Vault Platform - Trusted Advisor Permissioning
FutureVault Digital Vault Platform - Trusted Advisor Permissioning

FILE PERMISSIONING

Delegate permissions to only those who need it.

Our patented permissioning model allows your front office to grant access to key collaborators and managers with specific access where needed. 

  • Provide access for assistants and staff to manage select folders
  • Provide 3rd party providers with access to information for key planning criteria
  • Allow clients to share documents with accountants, lawyers, wealth managers, and more
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REQUEST TO LEARN MORE

Equip your front office with the tools to confidently build relationships.

 

 

REQUEST TO LEARN MORE

Equip your front office with the tools to confidently build relationships.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
BT Family Office logo
Christopher Enright - Aligned Capital Partners
5/5

The Digital Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivaled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, Aligned Capital Partners