Manage front, middle, and back office documents in one place.
Significantly improve corporate governance with a more secure, compliant, and efficient way to manage corporate records and information by easily organizing all front, middle, and back-office documents in one central location.
Vault Features to Improve Corporate Governance
Keep information organized and structured.
Save time, money, and frustration by knowing exactly where critical information assets live. Having the right structure and taxonomy in place improves governance and productivity of front, middle, and back-office functions.
Upload historical documents in bulk.
Have hundreds, thousands, or even hundreds of thousands of documents you need to be archived, deposited, and securely organized? You've come to the right place.
Automatically distribute documents in seconds.
Global Folders transform the way your Back Office provides your Front Office with marketing material, policies, and new workflow templates, automatically.
COMPLETE PRACTICE DIGITIZATION
Goodbye to paper, hello ESG.
Physical paper slows productivity, costs too much to store, and it's environmentally unfriendly. Reduce risk, save money (and trees), and increase operational efficiencies by properly securing all enterprise and client document assets with our Digitalization-as-a-Service (DaaS) offering.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Organizations That Use FutureVault to Improve Corporate Document Governance
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Chairman & CEO, FigTree Financial