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FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
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Discover the power of FutureVault's AI-Powered Digital Vault Platform
FutureVault is recognized as the leading provider of Digital Vaults for enterprise financial services, wealth management, advisors, and clients.
BY THE NUMBERS
Committed to helping great organizations do more .
$950B+
AUM OF PARTNER FIRMS
420,000+
CLIENT VAULT ACCOUNTS
6,000+
PARTNER PROFESSIONALS
FutureVault has allowed us to transform our document-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Daniel Farmer
Founder & CEO, FigTree Financial Group