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FUTUREVAULT INTEGRATIONS

Seamlessly Integrate Your Workflow

Easily scale front and back office document workflow, and improve your digital client experience by leveraging FutureVault's best-of-breed integrations and Open APIs.

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FutureVault Integrations - Best-of-Breed Ecosystem
FutureVault Integrations - Best-of-Breed Ecosystem

FEATURED INTEGRATIONS

Best-of-Breed Integrations

You and your clients deserve the best. That's why we partner and integrate with the best solutions in their respective categories to drive efficiency, save significant time, and enhance your digital client experience.

Purefacts Integration - FutureVault
Mako Fintech and FutureVault
Appcrown Logo - FutureVault
Envestnet Yodlee
Salesforce Logo - FutureVault
DocuSign Integration - FutureVault
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CONNECT YOUR TECH STACK

Connecting the Disconnected

Scale your firm and build efficiencies at every level of your organization by leveraging out-of-the-box and custom integrations with industry-specific and business applications you're already using. 

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Onboarding Solutions

Onboarding, KYC, CRMs Solutions

Portfolio Management Solutions

Portfolio Management

Productivity & Collaboration Tools

Productivity & Collaboration

Custodians & Clearing Houses

Custodian Data & Documents

Fee Statenent

Fee & Statement Providers

Planning Software

Planning Tools & Software

FutureVault Open API
FutureVault Open API

OPEN API PLATFORM

Scale Workflow & Efficiencies With Open APIs

Drive material efficiency by easily plugging into and integrating with FutureVault via RESTful APIs.

  • Drive productivity with bi-directional workflow
  • Automate document delivery workflows
  • Access trusted API documentation
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LET'S TALK INTEGRATION

Deliver Documents. Automate Workflows. Build Trust.

 

 

LET'S TALK INTEGRATION

Deliver Documents. Automate Workflows. Build Trust.

 

 

Proud to partner with firms that trust us.

Trusted by thousands of professionals and hundreds of thousands of clients at well-known and reputable firms.

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
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Christopher Enright - Aligned Capital Partners
5/5

The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, Aligned Capital Partners

5/5

FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.

Daniel Farmer

Chairman & CEO, FigTree Financial

Daniel Farmer - Board Member - FigTree
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PLATFORM

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CONTACT US

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Toronto, ON, M5H 3Y9
1-844-538-2858

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