ATTRACT & RETAIN CLIENTS
Transform client onboarding into your advantage.
Save significant time and money, and deliver an enhanced digital client experience by automating and improving new client onboarding with integrations, advanced features, and data imports.
Vault Features to Improve Client Onboarding
Automate new client processing.
Our integrations with solutions like DocuSign and Mako streamline and automate the manual and paper-driven processes involved in account openings, KYC, account transfers, and more.
DIRECT DOCUMENT DISTRIBUTION
Easily distribute client resources.
Our advanced document distribution tools make it easier than ever to share documents with new and existing clients in seconds. Easily pre-populate client Vaults with the materials and resources they need for a smooth onboarding experience.
Easily gather information and documents.
Significantly streamline the way you're collecting client information and required documents by building custom checklists for new and existing clients.
The simplest way to upload documents.
Strengthen advisor-client relationships by allowing your clients to easily add important files and documents to their Vaults by utilizing tools such as Drag/Drop, Upload, and Inbound Email Ingestion.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Trusted by Institutions & Professionals Everywhere
We were excited that FutureVault offered a highly customizable taxonomy as well as guidance to create the digital ecosystem that fits our firm. Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.
Wealth Advisory Operations, Avaii Wealth Management