FutureVault - John Shackleton Appointed as CEO

John Shackleton, Former OpenText CEO, to Lead FutureVault as Chief Executive Officer

Toronto, Ontario, May 5, 2021 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, today announced it has appointed John Shackleton, former OpenText CEO, as the company’s Chief Executive Officer. 

FutureVault-Headshot-John-Shackleton

Shackleton brings more than 30 years of technology and document management experience to the firm, along with a proven track record of driving business growth. As former President and CEO of OpenText Corporation (NASDAQ/TSX: OTEX), he led the company’s growth from $60 million to $1.3 billion in revenue, resulting in the company becoming a world-leading independent provider of Enterprise Content Management (ECM). Prior to OpenText, Shackleton held several executive-level positions at well-recognized technology companies including Oracle, Sybase and Platinum Technology. He currently serves as Board Chair of Boston-based Preservica, Inc. and New York-based Tenovos, Inc.

“FutureVault is a unique and highly innovative company poised to be a leader in the evolving Digital Vault space, particularly in Personal Life Management and Business Enterprise Management,” commented Shackleton. “The company’s disruptive end-to-end document management platform is the way of the future, and I couldn’t be more pleased to play a role in this next phase of growth.”

“John is a legendary leader in the technology world, particularly in the document and content management space,” commented FutureVault Co-Chairs, G Scott Paterson and John D. Orr. “We are delighted that he will join and lead our team at this exciting juncture, where we see our vision of the future — Digital Vaults for Personal Life Management and Business Enterprise Management — becoming ubiquitous for individuals and businesses globally.” 

 Orr, the company’s CEO from June 2017 until April 2021, will take on the role of Co-Chair of the FutureVault Board of Directors alongside co-founder and Executive Chair, G Scott Paterson.

In addition to leading FutureVault’s day-to-day operations, Shackleton will play a critical role in driving the strategic vision and direction for the company as it turns its focus to the next stage of growth and strategic partnerships.

About FutureVault

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that help organizations and their clients manage information better, together. FutureVault offers a powerful white label Digital Vault Platform to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s disruptive, patented, proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Bailard-Wealth-Management-Firm-in-San-Fran

Wealth and Investment Management Firm, Bailard, Launches Digital Vault Platform for Clients Powered by FutureVault

San Francisco, CA, April 29, 2021 — Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, and FutureVault, an industry leader in enterprise Digital Vault solutions, have announced the launch of the Bailard Vault.

 Bailard will look to bolster its high-touch client service and continue its proven track record of client success and satisfaction through this unique and highly innovative digital vault offering. The Bailard Vault includes a custom white-label portal and native mobile app on Android and iOS that provides secure anytime, anywhere access to documents for Bailard clients as well as the Firm’s investment counselors.

“Partnering with FutureVault enables us to streamline and automate several key internal processes. From seamless client onboarding to prompt ongoing reporting, we can now provide crucial information faster and in a secure environment”, commented Michael J. Faust, CFA, President of Wealth Management at Bailard. “We believe our clients’ success is our success, and are proud to offer a centralized, digital environment to access important materials and interact securely with us ”, mentioned Austin Lastinger, CFP®, Portfolio Associate at Bailard. 

“We are thrilled to be working with Bailard and we are delighted that they have entrusted FutureVault as their digital vault partner,” said Caroll Simmons, Director of Customer Success at FutureVault. “By being able to empower the Bailard team through our technology, we’re able to support them with their commitment to delivering a best-in-class client experience. ”

About Bailard

With over 50 years of experience, Bailard is an independent, values-driven wealth and investment management firm. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. An independent firm since our founding in 1969, we stand committed to our values and, most importantly, our clients. With $5 billion AUM as of March 2021, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values of accountability, compassion, courage, excellence, fairness, and independence.

About FutureVault

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that help organizations and their clients manage information better, together. FutureVault offers a powerful white label Digital Vault Platform to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s disruptive, patented, proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Daniel Kenny - FutureVault New COO

Daniel Kenny, Former HSBC Managing Director and COO, to Join FutureVault as Chief Operating Officer

Toronto, Ontario, Feb 1, 2021 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Daniel Kenny, former Managing Director and COO for the Global Banking and Markets business of HSBC Canada. as the company’s Chief Operating Officer (COO). 

Kenny has a degree in Systems Design Engineering with options in Computer Engineering and Management Science from the University of Waterloo.  He started his career in Tokyo with Fusion Systems Japan developing proprietary trading systems for the Japanese equities markets.  Kenny later joined HSBC Japan where he was responsible for leading  IT development teams across all asset classes for the Global Markets business.  His 22-year career with HSBC took him from Tokyo to Jakarta then to New York and eventually back to Canada.

“I am delighted at the opportunity to join FutureVault and deploy the platform into our clients’ ecosystems to strengthen their operations while maintaining regulatory compliance”, commented Kenny. “ The “Business Enterprise Management” framework that FutureVault offers is world class and can ensure that organizations scale efficiently and securely with respect to critical corporate and personal data.”

FutureVault’s Executive Chair G Scott Paterson and CEO John Orr commented “Daniel’s global experience combined with his banking and engineering background positions him perfectly to drive FutureVault’s value proposition into the Finance Services vertical.” G Scott Paterson further commented, “ His exposure in Canada and the US to KYC and AML standards expected by Regulators are invaluable for our financial services clients deploying FutureVault’s platform into their operations.”

The hiring of Daniel Kenny as COO, continues to position FutureVault as an industry-leader in the information management and digital vault space, showing proven ability to deliver best-in-class operations for staff and clients on a global scale.

About FutureVault

FutureVault is an industry-leading Digital Vault Platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Digitization as a Service with FutureVault

FutureVault Granted US Patent for Proprietary Digital Document Filing Technology

Toronto, Ontario, January 5, 2021  — FutureVault, an industry-leading document management and digital vault platform for institutions and enterprises, has successfully been granted a patent for its automated document filing and processing methods and systems by the United States Patent and Trademark Office (USPTO). 

The patent, originally filed back in 2017, automatically files documents within the FutureVault platform in several locations while using machine learning technology systems to enhance the accuracy of suggested file locations. The technology works when an electronic file, containing one or more documents, is received, where the text data (meta-data) from each document is then identified and used to generate suggested file locations on where to file and store incoming documents as a way of reducing the manual process and time involvement to storing files in a structured, secured way. 

“We’re enabling enterprises and business operators to manage their information and documents, including client information, in a more secure, structured, and efficient way”, commented G Scott Paterson, FutureVault’s Executive Chair. “In a matter of seconds, we can identify exactly where you should be storing incoming documents to reduce the burden of mismanagement, saving organizations significant time and money”. 

The successful grant of the patent positions FutureVault as an industry leader in the information management, document filing, and digital vault space. FutureVault currently has two additional patents pending.

About FutureVault

FutureVault is an industry-leading Digital Vault Platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Kismet Wealth

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Kismet Wealth


TORONTO, ON, November 30, 2020 /Business Wire/ — Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault.

The Kismet Wealth Vault includes a custom white–label web portal and native mobile app on Android and iOS, that provides anytime, anywhere access to documents for both Kismet’s professional services team and its clients. The secure, enterprise-grade platform will be leveraged to address a number of mission-critical client use cases, from collecting documents for seamless client onboarding and tax preparation to the distribution of quarterly reviews, statements, reports, and updates.

Further, the Kismet Wealth Vault will allow clients to digitize, centralize and organize their personal, financial, and business information in private folders within the vault serving as their own digital safe deposit box.

“During COVID-19 we realized how important having a secure and private platform would be for document exchange and storage,” said Victor Godinho, Managing Partner, Wealth Advisor & Principal Broker at Kismet Wealth Group Corp. “We are excited to have our own branded app and portal available to our current and future clients, enabling us to be the backbone of their lives.” 

“We are delighted that Victor and the Kismet Wealth Group team have entrusted FutureVault as their digital vault partner,” said Caroll Simmons, Director of Customer Success at FutureVault. “We look forward to empowering the Kismet team and its clients with our technology, particularly in a time when remote, paperless collaboration and communication are quintessential.”

About Kismet Wealth Group Corp.

Kismet Wealth Group is a fully diversified financial and professional services firm. Kismet has active operations in wealth management, real estate, real estate development, insurance and risk management, mortgages and lending.

How Fintech Platforms Are Disrupting The Way We Manage Our Lives

The rapid development of today’s disruptive fintech platforms is bound to change the way everyone manages their personal lives including both their wealth and their information. From private individuals and small enterprises to the largest multinational corporations in the world, all business models across industries are poised to be disrupted by new fintech innovations.

Fintech in the B2B Space

One of the most promising developments in B2B fintech is a platform called myPOS. “The myPOS concept has always been ‘business-in-a-box.’ Ultimately, the platform helps small and medium-sized businesses grow,” explains myPOS CEO Christo Georgiev. The platform accomplishes this by providing payment terminals that accept all popular cards and payment wallets, enabled with paperless functions for tipping, payment requests, gift cards, and mobile top-ups. These terminals which offer online and remote payment solutions are ready-to-use as soon as merchants sign up with myPOS, with options that can be expanded through additional software, making it easier for SMEs to scale payment methods alongside growing B2B needs. Gaining well over 100,000 small business clients across over 30 European markets since its release, myPOS bagged the 2020 award for “Best B2B Payments Company” via the FinTech Breakthrough Awards program.

Much like the many other fintech innovations around, myPOS can be accessed via pre-existing smart devices to address pain points in B2B transactions. While there are many layers to the current development of disruptive fintech, much of the ongoing transformations are occurring right in our pockets — through our smartphones. “Mobile apps help strengthen and deepen relationships using digital that is a huge help to our advisors.” details Kraleigh Woodford of financial services firm UBS. Employing over 67,000 people all over the world through offices in 50 different regions, the Swedish financial giant has developed an app that aims to streamline its wide variety of wealth management services for B2B transactions. UBS’ app not only provides account balances and other fundamental operations but also offers financial insights for their clients, enabling better decision-making at merchants’ fingertips. Through Envestment, the UBS app can also aggregate held-away assets and liabilities via other institutions with which UBS and its partner Deloitte have contracts, further streamlining transactions between companies.

Similarly, our own Digital Vault Platform can streamline wealth management avenues for a number of use cases. Accessible through its own multi-device app, FutureVault’s integrated digital services include a smart filing cabinet for easily organizing and accessing vital financial information, as well as our Trusted Advisor Protocol, which seamlessly enables individuals to easily collaborate with their wealth managers, accountants, and lawyers.

B2B is not the only space where this type of disruptive fintech is thriving. Whether you’re interested in managing the resources of your growing business and network or just properly handling your personal wealth, there’s an app for that.

Fintech in B2C Transactions

In our post on ‘The Importance of Smartphones to Financial Services’ we touched on how people spend five hours on average per day on their smartphone – the biggest driver in why new fintech often comes in the form of apps. Experts predict that by the end of 2023-2024, about 90% of adults will have smartphones in developed countries. And today, apps are playing an increasingly larger role in teaching younger generations how to manage their wealth. For instance, an app launched by Petal Card lets users set spending limits, automate interest computations for pending payments, and even keep track of credit scores. Ultimately designed for those with very little to absolutely zero credit history, the card and app aim to simplify the credit building process and make it more accessible for younger people.

In other parts of the world, fintech continues to introduce alternative and more efficient avenues for wealth management at different levels. In Nigeria, mobile payment platforms Paga and Quickteller are providing cheaper alternatives for locals who don’t want to deal with the national bank’s more expensive fees. In response, Nigeria’s private banks have been developing their own online platforms as well, determined to stay relevant in the age of disruptive fintech. Meanwhile, similar developments are happening in India, where the growing accessibility of local mobile financing has been attributed to the direct support of government regulators.

There’s no doubt that this decade will be privy to big changes in the world of wealth management. As more financial institutions embrace fintech, the more open they will become to the global public.

Nvein-Markwart-FutureVault-CISO

Nevin Markwart, Former Investment Executive and NHL Alumnus, to Join FutureVault as Chief Information Security Officer

Toronto, Ontario, May 5, 2020 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Nevin Markwart as the company’s Chief Information Security Officer (CISO). 

Markwart is a serial entrepreneur who brings a multi-disciplinary approach to organizational information security based on his nearly 40 years of career experience in the fields of professional sports, global asset management and computer security. His professional career began in 1983 when he was selected in the first round of the NHL Entry Draft by the Boston Bruins which led to a nine-year professional hockey career in Boston. Following his hockey career and subsequent graduation from Northeastern University’s MBA program in 1994, Markwart led significant business units  at the storied, Boston-based asset managers Wellington Management and Fidelity Investment before rising  to the rank of CEO at two major Canadian-based asset management organizations. Retooling for the “future of business,” Markwart recently graduated (2019) from Brown University with a Master of Science Degree in Cybersecurity and ultimately completing his formal computer science education which he initially embarked upon at the University of Regina in 1981.

“I am excited to join the innovative team here at FutureVault to build upon the organization’s existing information security regiment”, commented Markwart. “Maintaining bank-level cybersecurity compliance requires ‘leadership from the top’ in the form of budget resources and nurturing an organizational culture of employee participation — both of which are a top priority for me to advance as FutureVault’s CISO.” 

FutureVault Executive Chair G Scott Paterson commented, “Nevin [Markwart] brings FutureVault best of class cybersecurity implementation tools and methods while his leadership will advance the maturity of our organization’s internal cybersecurity culture.” John Orr, FutureVault Chief Executive Officer, said: “We are delighted to have him join FutureVault and lead our information and cybersecurity team at this exciting juncture where we see our vision of the future – digital Personal Life Management and Business Enterprise Management Vaults becoming ubiquitous for individuals and businesses globally.”

The hiring of Markwart to lead FutureVault’s information and cybersecurity is a critical step forward, positioning the firm as an industry-leader, pioneering the information management and digital vault space.

Celent Ranks FutureVault Top Digital Estate Planning Tool 2020

Celent Ranks FutureVault’s Digital Vault Platform as Top Digital Estate Planning Solution

Proprietary Digital Vault Technology Provides Estate Planners and Attorneys with a Suite of Digital Tools to Optimally Manage Document Workflows and Better Engage with their Clients.


TORONTO, April 7, 2020 – FutureVault, an industry-leading Digital Vault Platform in the financial services industry, announced today that Celent, an Oliver Wyman company and global research and advisory firm, has recognized FutureVault as a leading Digital Estate Planning solution in its recently published report, Digital Estate Planning, COVID Proofing Your Estate.

Digital estate planning solutions, from Celent’s view, span several different services. At its core is a digital vault that allows users to store and catalog their digital assets such as critical financial documents, combined with a legal estate planning document generator and a collaboration tool that enables advisor oversight.

“A mature player in the digital estate planning space, FutureVault’s strength lies in its advisor dashboard,” said Awaad Aamir, Wealth Management analyst for Celent. “FutureVault’s checklist feature highlights the steps required to complete a client’s estate plan, keeping advisors on track with a fiduciary audit trail to assist with compliance obligations”.

Specifically, FutureVault’s Digital Vault and comprehensive estate planning tools provide firms and their advisors with the following benefits:

     • Consolidating estate planning documentation in a single space

     • Improving document workflows to significantly reduce time and costs

     • End-to-end solution from client onboarding to ongoing engagement

     • Unique method of differentiation in a highly competitive industry

     • Bank-grade security and encryption offering better document sharing alternative to email

     • Fiduciary audit trail and activity log to significantly improve audit readiness

     • Dynamic checklists that enable advisors to collect information and documents, streamlining the estate planning process


“When we started FutureVault, we conceptualized a solution that would be ideal for Estate Planners and Attorneys and we are delighted to now being recognized as a leading provider in this space,” said G Scott Paterson, Co-Founder and Executive Chairman of FutureVault, “Our Digital Vault solution was built with the modern advisor and firm in mind, giving them along with Trusted Advisors involved in the planning process, the innovative tools they need to optimally manage the estate planning process. Our proprietary technology platform emphasizes security first and foremost at the same time as revolutionizing the way advisors are able to engage with their clients, saving both parties time and money in comparison to legacy systems and processes.” 

This recognition by Celent continues to position FutureVault as a leading provider of information management, document collaboration, and digital vault solutions for the financial services industry.


For more information about FutureVault’s digital vault solutions, please visit futurevault.com.


About FutureVault
FutureVault is an industry-leading digital vault platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Media Contact
Michael Bradley, Co-founder & Chief Marketing Officer
michael.bradley@futurevaultinc.com