WHY FUTUREVAULT

Secure Document Management Made for Everyone.

Managing important documents and information is becoming increasingly challenging. That's why we've built the industry-leading Digital Vault Platform.

Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

YOU AND YOUR CLIENTS NEED A DIGITAL VAULT

Managing Documents & Information is Complex

Managing your documents, your information, and your workflow is becoming increasingly complex. Our Digital Vault Platform enables you to easily share, manage, and collaborate on key information with your clients.

0 %

of professionals use email to collaborate on key documents.

0 %

of all documents get organized incorrectly and get misfiled.

0 %

of all emails sent never end up reaching your clients’ inbox.

0 %

of a professional time is spent looking for key information.

0 %

of all documents go missing and cannot be retrieved.

$ 0

is the average cost to replace and reproduce one piece of missing file.

Digitization as a Service with FutureVault

INTRODUCING FUTUREVAULT

Built by and for Financial Institutions & Professionals

When it comes to managing important documents and key information, your clients deserve a world-class solution.

That's where we come in. We empower you, your clients, and their network of Trusted Advisors to share important information and documents anywhere and anytime through a safe, secure, and easy-to-use Digital Vault.

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Manage Your Documents With Ease

FutureVault's white-labelled Digital Vault Platform provides organizations with an enterprise document management solution to securely manage document collaboration across the organization and with clients.

FutureVault - Secure Document Management

Secure Document Management

Securely deliver, store, and manage important documents and files across your organization and with your clients.

FutureVault - Platform - Clients - Organized

Intelligent & Intuitive Organization

Create the structure and organization you need to manage important documents across multiple entities.

FutureVault - Platform - Professional - Safe and compliant

Best-in-Class Security & Protection

Keep documents safe with world-class security standards and tools to meet your compliance requirements.

FutureVault - Platform - Multie-Tiered

Multi-Tiered
Collaboration

Easily manage documents across your organization, with your clients, and with their network of Trusted Advisors.

FutureVault - White Label Platform

White Label Branded Platform

Provide advisors and clients with a secure, white-labeled platform for a seamless brand experience. 

FutureVault - Digitization

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy documents and depositing them directly into your Digital Vault.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help. 

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help. 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Christopher Enright - Aligned Capital Partners
5/5

The Aligned 360 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 unrivalled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, Aligned Capital Partners

5/5

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.

Daniel Farmer

Chairman & CEO, FigTree Financial

Daniel Farmer - Board Member - FigTree
Shopping Basket