FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
"Alone we can do so little; together we can do so much"
We’re fueled by changing the paradigm and building best-in-class technology powered by AI
We’re radically transparent. We strive to embrace the truth and deliver on our promises
We are obsessed with raising the bar and continually delighting our customer partners
We are relentlessly finding ways to improve the way we work
It’s in our DNA to find creative and innovative ways to make an impact
We take pride in everything we do. For our team, partners, and customers.
Here at FutureVault, we’re on a mission to revolutionize the way the world manages information and in doing so, bringing a new paradigm to the enterprise, advisor, and client value propositions. We believe in building incredible technology that enables transformative outcomes for financial services and wealth management enterprises. Our team is driven by innovation and by helping our customer partners achieve their goals, facilitated with our award-winning, AI-powered Digital Vault platform. We know that the path forward to reaching these goals is by building an amazing team that consistently lives and operates by a set of strong core values.
CHIEF EXECUTIVE OFFICER
CLIENT VAULT ACCOUNTS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
AUM OF PARTNER FIRMS
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new value paradigm with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
