Know with confidence your financial advisors are armed with the latest digital vault collaboration tools, the leading document management system, when working remotely.
Digitization: The New Norm For Wealth Management Firms and Advisors
The most robust document management system is the digital vault. Digital vaults provide a secure environment in which to store, manage, and transfer documents. A highly intelligent document management tool that goes well beyond storage.
Global Banks in the Midst of Launching Enterprise Wide Digital Collaborative ‘Vault’ Solutions
Increasing demands are pushing those in global banking to rethink the customer experience and, as a result, are integrating cloud solutions, like digital collaborative vaults, that facilitate encrypted document sharing between clients, advisors, and other professionals.
United States Department of Defense Researching Potential Blockchain Solutions For Cybersecurity
US Department of Defense experimenting with blockchain technology as possible cybersecurity solution. The Department of Defense, in its report ‘DoD Digital Modernization Strategy: DoD Information Resource Management Strategic Plan’, released July 2019, states it is experimenting with blockchain as a means of secure communication between personnel and also as a way to create unhackable code. […]
FutureVault Wins Award for Smart Solutions at Toronto Region Board of Trade Business Excellence Awards (BEAs)
Toronto Region Board of Trade selects FutureVault as top ‘Smart Solution’ of 2018 We are so proud and humbled to announce that the Toronto Region Board of Trade has awarded FutureVault with a Business Excellence Award (BEA) in the Smart Solutions category. For the past 8 years, the Toronto Region Board of Trade has sought out […]
Orion Advisor Services & FutureVault Announce Integration of Secure, Intelligent & Collaborative Information Management
Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, has announced an integration with FutureVault – the industry-leading provider of secure document exchange and Digital Vault solutions for wealth management and financial services firms.
With this new integration, Orion advisors can now offer their clients FutureVault’s Digital Collaborative Vault to securely deposit, store and manage important financial, legal and personal documents. FutureVault can help improve the sharing and fiduciary tracking of essential documents between Orion advisors and clients in addition to a client’s external network of Trusted Advisors (i.e. lawyers, accountants, insurance brokers, etc.) providing complete transparency and enhanced communication and collaboration.
“FutureVault provides a unique opportunity for Orion advisors to deepen existing client relationships and build multi-generational ones,” said Eric Clarke, CEO, Orion Advisor Services. “FutureVault provides the security and organization that will not only bring quantifiable value to clients’ daily lives, but will also help Orion advisors differentiate their overall offering, streamline business processes, improve the robustness of their compliance regimes and ultimately enhance the overall client experience.”
FutureVault will be integrated into Orion’s extensive portfolio of Financial Advisor solutions. Key features of the Digital Collaborative Vault include bank-grade security and privacy, optical character recognition (OCR) with smart-filing technology, pre-configured digital filing cabinet with a flexible infrastructure for folders, documents and document forms.
“Orion has recognized the requirement to and benefits of managing and organizing personal and business information with the same focus and expertise as a client’s financial assets,” said John D. Orr, CEO, FutureVault. “FutureVault’s intelligent and intuitive filing system and unique collaboration features offer Orion advisors and their clients a solution to save time, increase productivity and provide new levels of security and peace-of-mind while ultimately deepening their relationship.”
About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 1,200 firms, have $500 billion in AUA and over 1.9 million accounts.
The Importance of Smartphones to Financial Services
Apple’s App Store turns 10 in July, but it’s showing no sign of aging. Smartphones are now such a huge part of our daily lives that the average person spends five hours per day on their device. The vast majority of that time is spent interacting with apps that help us do things like order […]
The Era of Data Discovery is Dawning
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Can Cloud Storage Have Bank-Grade Security?
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Is It Time for FinServ to Embrace the Paperless Office?
Paper has long been the bane of the financial services industry. Back in 1968, Wall Street suffered its infamous “paperwork crisis” as processing daily trading volumes of 12 million shares almost drowned the entire industry in paper. The paperwork was so overwhelming that the New York Stock Exchange restricted trading to four days a week […]
