ARTICLES, GUIDES & RESOURCES
FutureVault Blog
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Every Enterprise Needs An AI Strategy: Does Your Organization Have One?
Every organization—regardless of size, scale, geography, or even industry—must adopt an AI strategy or risk
Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
TORONTO, Jan. 15, 2025 /PRNewswire/ — Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a
Q3 2024 Product Update: Advancing Control, AI Integration, and Reporting
In the third quarter of 2024, FutureVault rolled out innovative features designed to enhance administrative
Q2 2024 Product Update: Elevating Security, Efficiency, and Control
In Q2 2024, FutureVault introduced a series of powerful updates designed to enhance security, improve
Q1 2024 Product Update: Enhancing Efficiency and Personalization
In the first quarter of 2024, FutureVault introduced key updates designed to enhance user experience,
FutureVault’s Revolutionary Digital Vault Platform Leaps Forward with its Integration of Artificial Intelligence (AI) and Private Large Language Models (LLMs)
FutureVault’s Digital Vault Platform is known for its automation, efficiency, security, and digital client experience
FutureVault Ranks as a Top 25 WealthTech Provider by Wealth Professional Canada
The Top 25 WealthTech Providers Report published by Wealth Professional Canada recognizes technology pioneers and
Understanding CRM2: Everything You Need to Know About CRM2
Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place
The Financial Advisor of the Future: Are You Ready?
The role of the modern financial advisor as we know it is evolving–and for the
The Great Relationship Transfer: Thinking Beyond Assets
$84 trillion in assets… That’s how much wealth will be transferred from one generation to
FutureVault Named Excellence Awardee for WealthTech Service Provider of the Year
Wealth Professional Canada (WP) magazine announced that FutureVault has been selected as an Excellence Awardee for WealthTech Service
FutureVault Named Best RegTech Startup in 8th Annual FinTech Breakthrough AwardsÂ
TORONTO, March 14, 2024 — FutureVault Inc. (“FutureVault”), an industry-leader in secure document exchange and digital vault
7 Proven Strategies to Win at The Great Wealth Transfer
Understanding The Great Wealth Transfer The Great Wealth Transfer refers to the intergenerational transfer of
Client Life Management: Delivering More Value and Building Generational Trust
A scan across the wealth management and financial services industry shows there is a growing
Specific File Requests, Advisor Contact Cards, View-Only Collaborators, and More (December 2023)
Well, here we are. We’ve made it. Our final product release of the 2023 calendar
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All About
Digital Vaults
Digital Vaults: The Linchpin of Client Life Management and Multi-Generational RelationshipsÂ
What is a Digital Vault? A Guide to Digital Vault TechnologyÂ
A Digital Vault Platform for the Modern Family Office
What’s Preventing Your Firm’s Digital Transformation?
DOCUMENT MANAGEMENT
Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by
What is a Digital Vault? A Guide to Digital Vault TechnologyÂ
Digital Vaults have become a fundamental component in the modern technology stack within financial services and wealth management, moving away from a “nice-to-have” to an
A Digital Vault Platform for the Modern Family Office
To effectively manage their unique and complex needs, Family Offices require a secure and structured Digital Vault to protect, store, access, share, and manage sensitive information,
The 6 Most Common Books and Records Compliance Challenges
Broker-Dealers and Registered Investment Advisors (RIAs), along with other financial services and wealth management organizations, face several books and records compliance challenges that impede business
The Future of Secure Document Management for Financial Services
In a previous article, we highlighted several flaws and challenges with the traditional approach to document management in financial services and wealth management. While there
DIGITIZATION
Onboarding Best Practices 101: How to Improve Client and Member Onboarding
Client onboarding is the first opportunity for financial advisory firms, private banks, broker-dealers, asset managers, multi-family offices, retail banks, credit unions to win over new
50 Eye-Opening Statistics All Financial Services Executives Need to Know
As the saying goes, “information is power” and we believe that invaluable statistics can provide the power every firm needs to succeed. To help you
3 Ways Access to Financial Data Improves Value For Your Customers
Here’s how access to financial data improves value for wealth management customers. Wealth management firms have seen an increase in the global wealth management market
5 Challenges Financial Service Organizations Need to Overcome to Stay Competitive
The financial services industry has been and continues to be going through a radical shift as it heads towards true digital transformation. As we survey
Equipping the Remote Workforce with Best in Class Digital Tools
A University of Southern California research group led by Jack Nilles conducted one of the first major studies on “telecommuting”, now more commonly known as
SECURITY & COMPLIANCE
Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by
A nightmare for any financial advisor: one very costly yet easy-to-avoid mistake
Last week, my sister-in-law called us to share some news while at the same time seeking some advice. Her and her husband’s financial advisor, unfortunately…
How Your Clients and Members Can Protect Their Information When Shopping Online
The holiday season has arrived and for most, it also means online gift shopping to avoid large crowds and busy mall traffic—especially in the post-COVID-19
How Digital Vault Platforms Help Firms Meet Compliance Requirements With Confidence
With great power comes great responsibility—this could not be more evident or true within financial services and in particular for compliance teams. Financial services organizations remain responsible for managing and
50 Eye-Opening Statistics All Financial Services Executives Need to Know
As the saying goes, “information is power” and we believe that invaluable statistics can provide the power every firm needs to succeed. To help you
Learn About The
Vault Features
10 Common FutureVault Use Cases for Firms and Advisors
Document Digitization as a Service: Modern Wealth Management for Forward-Thinking Financial Firms
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