Satisfy compliance and improve audit readiness today.
Significantly improve compliance across your organization with end-to-end encryption and best-in-class security tools, while reducing audit readiness cycles from 1 week to 1 day.
Vault Features to Improve Compliance & Audit Readiness
FIDUCIARY AUDIT TRAIL
Track all user activity within the Vault.
From the moment a document is uploaded to when it is viewed, shared, or downloaded, all activity is recorded with the date, time, and who performed what activity, giving you a full, real-time view of everything happening to corporate, front office, and client documents.
Enjoy peace of mind with security you can trust.
Your information and documents are safe, secure, and automatically backed up. With bank-level security and compliance certifications, we'll make sure your Chief Compliance Officer gets the sleep they deserve.
TRUSTED ADVISOR PERMISSIONING
Delegate permissions to only those who need it.
Our patented Trusted Advisor permissioning model allows you to provide specific access to specific individuals (and organizations) who require access to information at all levels from head office to advisors to clients.
Easily obtain all historical files with a simple click.
Quickly and easily download any and all corporate, advisor, and client documents within Vaults for safe record-keeping to manage compliance requirements and fulfill audit needs.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Trusted by Institutions & Professionals Everywhere
We wanted an effective way to share highly confidential client information to adequately meet out tax reporting obligations, and FutureVault went the extra mile to deliver exactly what we were looking for.
Vice President Operations, Coinsquare