A better, faster, more secure way to deliver client statements.

Saving front and back-office teams significant time and money by improving the way statements and documents are being delivered to your clients (and advisors) with integrations, automation, and unique features.

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FutureVault Digital Vault Platform - Deliver Client Satements
FutureVault Digital Vault Platform - Deliver Client Satements

Save time. Save money. Build trust.

FutureVault Digital Vault Platform - Bulk Upload Documents

SECURE BULK UPLOADS

Automatically deliver statements in bulk.

Easily save days of work each month by automating the delivery of statements to your clients and advisors with secure bulk uploads and key integrations. 

  • Spend less time sending statements to your clients so that you can spend more time with them.
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FutureVault Digital Vault Platform - Bulk Upload Documents
FutureVault SOC 2 Type II
FutureVault SOC 2 Type II

SECURITY & COMPLIANCE

A compliance dream come true.

Equip head office and advisors with best-in-class security and compliance features to securely deliver important documents to your staff and clients with confidence. 

  • PCI DSS & SOC 2 Type II
  • Proprietary DR4 framework
  • Advanced security features
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Security Overview >
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FutureVault Digital Vault Platform - Organization and Structure

STRUCTURED TAXONOMY

Keep statements organized the way they should be.

Easily customize the structure you need to keep your clients' information organized so that they know exactly where all of their statements and other important documents live.

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FutureVault Digital Vault Platform - Organization and Structure
FutureVault Digital Vault Platform - Distributing Documents
FutureVault Digital Vault Platform - Distributing Documents

DIRECT DOCUMENT DISTRIBUTION

Distribute all types of documents in seconds.

Deliver recurring or one-off documents to your clients in seconds on a 1-to-1 or 1-to-many or many-to-1 basis. Our document distribution tools make it easy to deliver important information like market updates, investor relations materials, onboarding resources, and more.

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REQUEST TO LEARN MORE

Improve the way you're delivering client statements today.

 

 

REQUEST TO LEARN MORE

Improve the way you're delivering client statements today.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
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Christopher Enright - 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.

Christopher Enright

President & Managing Director, Aligned Capital Partners