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FutureVault

Digital Vault solutions built for the modern firm, advisor, and client.

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FutureVault

Serving Clients Nationwide

Digital Vault solutions built for the modern firm, advisor, and client.

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Service Provider Categories

  • Client Engagement
  • Compliance
  • Practice Management

Overview

FutureVault’s leading digital vault platform is used across the wealth management and financial services industry supporting thousands of financial professionals (head office, compliance, advisors) in a number of different areas. Currently, the platform ingests and distributes hundreds of thousands of documents for well-known firms to their clients and advisors on a monthly basis and acts as the core solution to store, maintain, and manage critical documentation.

FutureVault's unique multi-tiering capability allows access to multiple levels and stakeholders at the organization, supporting the use of the head office to view advisor and client activity, for advisors to execute secure document exchanges and delivery with their clients, and for clients to share critical information with family members and their network of trusted advisors.

Supported by Open APIs and by leveraging data extraction, FutureVault not only automates critical document-delivery from third parties, but also supports the extraction of structured and unstructured data for actionable insight and workflow to ultimately helping firms and advisors drive more meaningful conversations, drive engagement, retain more AUM, and become the champion in their clients’ lives.

FutureVault is SOC 2 Type II and PCI DSS compliant.

Learn more at www.futurevault.com

Services Provided

  • Other
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What to expect in the first meeting

During our first meeting we typically structure it as a discovery session to learn more about the firms and advisors we are meeting with, while sharing more about our company, our team, our platform, and the many use cases.

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